Welch Financial Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Welch Financial Planning’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	$306K	Buy	+3,554	New	+$299K	0.18%	57

Other funds holding VUG

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MWM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Welch Financial Planning's VUG Position: Q2 2026 in Review

Welch Financial Planning opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 3,554 shares worth $306K. The stake represents 0.18% of the portfolio and ranks #57 among its holdings.

1,915 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Welch Financial Planning held 3,554 shares of Vanguard Morningstar Growth ETF worth $306K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Welch Financial Planning position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.18% of Welch Financial Planning's portfolio in Q2 2026, its #57 holding.
1,915 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.