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WealthPlan Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

WealthPlan Investment 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 		$1.29M Sell
14,995
-197
-1% -$16.6K 0.06% 206
2026
Q1 		$1.11M Buy
15,192
+7,368
+94% +$573K 0.06% 204
2025
Q4 		$636K Buy
7,824
+540
+7% +$43.8K 0.04% 231
2025
Q3 		$582K Buy
7,284
+30
+0.4% +$2.29K 0.04% 215
2025
Q2 		$530K Buy
7,254
+720
+11% +$47.4K 0.04% 232
2025
Q1 		$404K Buy
6,534
+72
+1% +$4.86K 0.04% 194
2024
Q4 		$442K Buy
+6,462
New +$434K 0.04% 183
2023
Q2 		– Sell
-630
Closed -$26.2K – 461
2023
Q1 		$26.2K Sell
630
-7,146
-92% -$278K ﹤0.01% 282
2022
Q4 		$313K Sell
7,776
-11,280
-59% -$415K 0.02% 309
2022
Q3 		$707K Buy
+19,056
New +$766K 0.05% 195
2022
Q1 		$725K Buy
+17,364
New +$821K 0.05% 206

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

WealthPlan Investment Management's VUG Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q2 2026, selling an estimated $16.6K and leaving 14,995 shares worth $1.29M. The position accounts for 0.06% of the portfolio, ranked #206.

WealthPlan Investment Management first reported a position in VUG in Q1 2022 and has held it in 11 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • WealthPlan Investment Management held 14,995 shares of Vanguard Morningstar Growth ETF worth $1.29M as of Q2 2026.
  • WealthPlan Investment Management sold 197 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $16.6K.
  • Vanguard Morningstar Growth ETF made up 0.06% of WealthPlan Investment Management's portfolio in Q2 2026, its #206 holding.
  • WealthPlan Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 11 quarters since.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.