WealthGarden F.S.’s Vanguard Morningstar Growth ETF VUG Stock Holding History

WealthGarden F.S.’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	$296K	Sell	3,442 -230	-6%	-$19.4K	0.17%	139
2026 Q1	$267K	Sell	3,672 -414	-10%	-$32.2K	0.18%	134
2025 Q4	$331K	Hold	4,086	–	–	0.22%	114
2025 Q3	$330K	Hold	4,086	–	–	0.24%	106
2025 Q2	$310K	Buy	4,086 +66	+2%	+$4.34K	0.26%	99
2025 Q1	$248K	Sell	4,020 -330	-8%	-$22.3K	0.24%	109
2024 Q4	$298K	Sell	4,350 -444	-9%	-$29.8K	0.28%	96
2024 Q3	$307K	Sell	4,794 -150	-3%	-$9.3K	0.3%	93
2024 Q2	$308K	Buy	+4,944	New	+$288K	0.32%	87

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WealthGarden F.S.'s VUG Position: Q2 2026 in Review

WealthGarden F.S. reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6.3% in Q2 2026, selling an estimated $19.4K and leaving 3,442 shares worth $296K. The position accounts for 0.17% of the portfolio, ranked #139.

WealthGarden F.S. first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. The position peaked at $331K in Q4 2025. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

WealthGarden F.S. held 3,442 shares of Vanguard Morningstar Growth ETF worth $296K as of Q2 2026.
WealthGarden F.S. sold 230 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $19.4K.
Vanguard Morningstar Growth ETF made up 0.17% of WealthGarden F.S.'s portfolio in Q2 2026, its #139 holding.
WealthGarden F.S. first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s Vanguard Morningstar Growth ETF position peaked at $331K in Q4 2025.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.