Western Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Western Wealth 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	$15M	Sell	174,075 -2,727	-2%	-$229K	0.49%	37
2026 Q1	$6.56M	Buy	176,802 +83,550	+90%	+$6.5M	0.25%	75
2025 Q4	$7.58M	Buy	93,252 +7,404	+9%	+$601K	0.35%	52
2025 Q3	$6.86M	Buy	85,848 +1,662	+2%	+$127K	0.36%	49
2025 Q2	$6.15M	Sell	84,186 -12	-0%	-$790	0.37%	51
2025 Q1	$5.2M	Sell	84,198 -11,628	-12%	-$784K	0.34%	61
2024 Q4	$6.56M	Buy	95,826 +3,210	+3%	+$216K	0.35%	52
2024 Q3	$5.93M	Buy	92,616 +20,346	+28%	+$1.26M	0.34%	57
2024 Q2	$4.5M	Sell	72,270 -204	-0.3%	-$11.9K	0.33%	59
2024 Q1	$4.16M	Sell	72,474 -13,998	-16%	-$770K	0.32%	63
2023 Q4	$4.48M	Buy	86,472 +7,128	+9%	+$344K	0.32%	65
2023 Q3	$3.6M	Buy	79,344 +2,430	+3%	+$115K	0.3%	73
2023 Q2	$3.63M	Sell	76,914 -5,544	-7%	-$240K	0.31%	68
2023 Q1	$3.43M	Buy	82,458 +1,620	+2%	+$63K	0.32%	69
2022 Q4	$2.87M	Sell	80,838 -73,416	-48%	-$2.7M	0.29%	80
2022 Q3	$5.52M	Sell	154,254 -6,114	-4%	-$246K	0.32%	65
2022 Q2	$5.97M	Buy	160,368 +1,038	+0.7%	+$42.6K	0.34%	62
2022 Q1	$7.64M	Buy	159,330 +80,070	+101%	+$3.79M	0.37%	55
2021 Q4	$4.24M	Buy	+79,260	New	+$4.13M	0.42%	44
2021 Q2	$3.24M	Buy	67,884 +10,524	+18%	+$478K	0.33%	65
2021 Q1	$2.46M	Sell	57,360 -6,336	-10%	-$271K	0.33%	68
2020 Q4	$2.69M	Buy	63,696 +5,274	+9%	+$211K	0.39%	54
2020 Q3	$2.22M	Buy	58,422 +11,520	+25%	+$425K	0.36%	58
2020 Q2	$1.58M	Sell	46,902 -7,308	-13%	-$225K	0.29%	84
2020 Q1	$1.42M	Buy	54,210 +21,948	+68%	+$657K	0.33%	77
2019 Q4	$980K	Buy	32,262 +15,084	+88%	+$436K	0.15%	141
2019 Q3	$476K	Sell	17,178 -1,974	-10%	-$54.8K	0.1%	223
2019 Q2	$522K	Buy	19,152 +4,944	+35%	+$132K	0.07%	215
2019 Q1	$372K	Sell	14,208 -29,916	-68%	-$738K	0.08%	245
2018 Q4	$984K	Buy	+44,124	New	+$1.07M	0.26%	90

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

Western Wealth Management's VUG Position: Q2 2026 in Review

Western Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.5% in Q2 2026, selling an estimated $229K and leaving 174,075 shares worth $15M. The position accounts for 0.49% of the portfolio, ranked #37.

Western Wealth Management first reported a position in VUG in Q4 2018 and has held it in 30 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Western Wealth Management held 174,075 shares of Vanguard Morningstar Growth ETF worth $15M as of Q2 2026.
Western Wealth Management sold 2,727 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $229K.
Vanguard Morningstar Growth ETF made up 0.49% of Western Wealth Management's portfolio in Q2 2026, its #37 holding.
Western Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 30 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.