WealthBridge Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

WealthBridge Capital Management’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	$508K	Buy	5,897 +407	+7%	+$34.2K	0.1%	141
2026 Q1	$400K	Sell	5,490 -2,634	-32%	-$205K	0.09%	146
2025 Q4	$660K	Buy	8,124 +120	+1%	+$9.74K	0.15%	98
2025 Q3	$640K	Buy	8,004 +234	+3%	+$17.9K	0.15%	101
2025 Q2	$568K	Buy	7,770 +726	+10%	+$47.8K	0.14%	105
2025 Q1	$435K	Sell	7,044 -258	-4%	-$17.4K	0.12%	123
2024 Q4	$500K	Sell	7,302 -120	-2%	-$8.06K	0.14%	111
2024 Q3	$475K	Sell	7,422 -276	-4%	-$17.1K	0.14%	113
2024 Q2	$480K	Buy	7,698 +948	+14%	+$55.3K	0.16%	103
2024 Q1	$387K	Buy	6,750 +270	+4%	+$14.8K	0.13%	112
2023 Q4	$336K	Buy	6,480 +72	+1%	+$3.48K	0.13%	115
2023 Q3	$291K	Buy	6,408 +60	+0.9%	+$2.83K	0.12%	125
2023 Q2	$299K	Buy	6,348 +252	+4%	+$10.9K	0.12%	132
2023 Q1	$253K	Buy	6,096 +120	+2%	+$4.67K	0.1%	164
2022 Q4	$212K	Buy	5,976 +510	+9%	+$18.8K	0.09%	183
2022 Q3	$203K	Hold	5,466	–	–	0.09%	188
2022 Q2	$203K	Sell	5,466 -102	-2%	-$4.19K	0.09%	188
2022 Q1	$267K	Buy	5,568 +252	+5%	+$11.9K	0.1%	147
2021 Q4	$284K	Sell	5,316 -504	-9%	-$26.3K	0.11%	134
2021 Q3	$281K	Sell	5,820 -174	-3%	-$8.66K	0.1%	131
2021 Q2	$286K	Buy	5,994 +606	+11%	+$27.5K	0.1%	132
2021 Q1	$231K	Sell	5,388 -2,526	-32%	-$108K	0.09%	139
2020 Q4	$334K	Buy	7,914 +2,520	+47%	+$101K	0.15%	104
2020 Q3	$205K	Buy	+5,394	New	+$199K	0.11%	124
2020 Q1	–	Sell	-14,550	Closed	-$442K	–	137
2019 Q4	$442K	Sell	14,550 -1,116	-7%	-$32.2K	0.29%	74
2019 Q3	$434K	Buy	+15,666	New	+$435K	0.31%	71
2019 Q2	–	Sell	-9,174	Closed	-$245K	–	861
2019 Q1	$245K	Buy	9,174 +1,686	+23%	+$41.6K	0.16%	95
2018 Q4	$168K	Buy	+7,488	New	+$181K	0.13%	115

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

WealthBridge Capital Management's VUG Position: Q2 2026 in Review

WealthBridge Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.4% in Q2 2026, buying an estimated $34.2K and bringing the position to 5,897 shares worth $508K. The position accounts for 0.1% of the portfolio, ranked #141.

WealthBridge Capital Management first reported a position in VUG in Q4 2018 and has held it in 28 quarters since. The position peaked at $660K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

WealthBridge Capital Management held 5,897 shares of Vanguard Morningstar Growth ETF worth $508K as of Q2 2026.
WealthBridge Capital Management bought 407 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $34.2K.
Vanguard Morningstar Growth ETF made up 0.1% of WealthBridge Capital Management's portfolio in Q2 2026, its #141 holding.
WealthBridge Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 28 quarters since.
WealthBridge Capital Management's Vanguard Morningstar Growth ETF position peaked at $660K in Q4 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.