Wealth Watch Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wealth Watch Advisors’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.73M	Buy	31,708 +1,678	+6%	+$141K	0.89%	24
2026 Q1	$2.19M	Buy	30,030 +2,136	+8%	+$166K	0.92%	21
2025 Q4	$2.27M	Sell	27,894 -1,068	-4%	-$86.7K	0.84%	27
2025 Q3	$2.32M	Buy	28,962 +1,734	+6%	+$133K	0.95%	23
2025 Q2	$1.99M	Sell	27,228 -2,286	-8%	-$151K	1.15%	19
2025 Q1	$1.82M	Buy	29,514 +1,230	+4%	+$82.9K	1.48%	10
2024 Q4	$1.93M	Buy	+28,284	New	+$1.9M	1.2%	18

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wealth Watch Advisors's VUG Position: Q2 2026 in Review

Wealth Watch Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.6% in Q2 2026, buying an estimated $141K and bringing the position to 31,708 shares worth $2.73M. The position accounts for 0.89% of the portfolio, ranked #24.

Wealth Watch Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Wealth Watch Advisors held 31,708 shares of Vanguard Morningstar Growth ETF worth $2.73M as of Q2 2026.
Wealth Watch Advisors bought 1,678 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $141K.
Vanguard Morningstar Growth ETF made up 0.89% of Wealth Watch Advisors's portfolio in Q2 2026, its #24 holding.
Wealth Watch Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wealth Watch Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.