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Weaver Consulting Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Weaver Consulting Group’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 		$555K Buy
6,443
+5
+0.1% +$421 0.11% 160
2026
Q1 		$469K Buy
6,438
+510
+9% +$39.7K 0.11% 154
2025
Q4 		$482K Hold
5,928
– – 0.12% 146
2025
Q3 		$474K Buy
5,928
+444
+8% +$33.9K 0.12% 144
2025
Q2 		$401K Hold
5,484
– – 0.11% 146
2025
Q1 		$339K Buy
5,484
+30
+0.6% +$2.02K 0.1% 152
2024
Q4 		$373K Buy
5,454
+768
+16% +$51.6K 0.11% 139
2024
Q3 		$300K Buy
4,686
+882
+23% +$54.7K 0.1% 161
2024
Q2 		$237K Hold
3,804
– – 0.08% 175
2024
Q1 		$218K Buy
+3,804
New +$209K 0.08% 189
2022
Q3 		– Sell
-5,730
Closed -$213K – 175
2022
Q2 		$213K Sell
5,730
-1,578
-22% -$64.8K 0.12% 154
2022
Q1 		$350K Buy
7,308
+300
+4% +$14.2K 0.17% 119
2021
Q4 		$375K Buy
7,008
+1,266
+22% +$66K 0.18% 105
2021
Q3 		$278K Buy
5,742
+450
+9% +$22.4K 0.15% 118
2021
Q2 		$253K Hold
5,292
– – 0.14% 122
2021
Q1 		$227K Hold
5,292
– – 0.14% 126
2020
Q4 		$223K Buy
5,292
+2,088
+65% +$83.3K 0.14% 120
2020
Q3 		$122K Buy
3,204
+318
+11% +$11.7K 0.07% 165
2020
Q2 		$97K Hold
2,886
– – 0.06% 192
2020
Q1 		$75K Hold
2,886
– – 0.05% 185
2019
Q4 		$80K Hold
2,886
– – 0.04% 184
2019
Q3 		$81K Hold
2,886
– – 0.04% 178
2019
Q2 		$79K Hold
2,886
– – 0.04% 175
2019
Q1 		$77K Buy
+2,886
New +$71.2K 0.02% 383

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 22.96% 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

Weaver Consulting Group's VUG Position: Q2 2026 in Review

Weaver Consulting Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.08% in Q2 2026, buying an estimated $421 and bringing the position to 6,443 shares worth $555K. The position accounts for 0.11% of the portfolio, ranked #160.

Weaver Consulting Group first reported a position in VUG in Q1 2019 and has held it in 24 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Weaver Consulting Group held 6,443 shares of Vanguard Morningstar Growth ETF worth $555K as of Q2 2026.
  • Weaver Consulting Group bought 5 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $421.
  • Vanguard Morningstar Growth ETF made up 0.11% of Weaver Consulting Group's portfolio in Q2 2026, its #160 holding.
  • Weaver Consulting Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 24 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.