Westshore Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Westshore Wealth’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 Q1	$399K	Sell	5,472 -264	-5%	-$20.5K	0.14%	59
2025 Q4	$467K	Hold	5,736	–	–	0.15%	52
2025 Q3	$459K	Buy	5,736 +108	+2%	+$8.25K	0.16%	54
2025 Q2	$411K	Hold	5,628	–	–	0.16%	53
2025 Q1	$348K	Hold	5,628	–	–	0.15%	65
2024 Q4	$385K	Sell	5,628 -36	-0.6%	-$2.42K	0.16%	52
2024 Q3	$362K	Hold	5,664	–	–	0.15%	55
2024 Q2	$353K	Buy	5,664 +180	+3%	+$10.5K	0.15%	51
2024 Q1	$315K	Hold	5,484	–	–	0.13%	64
2023 Q4	$284K	Hold	5,484	–	–	0.13%	61
2023 Q3	$249K	Sell	5,484 -750	-12%	-$35.4K	0.14%	68
2023 Q2	$294K	Sell	6,234 -7,092	-53%	-$308K	0.15%	66
2023 Q1	$554K	Sell	13,326 -6,090	-31%	-$237K	0.29%	36
2022 Q4	$690K	Buy	19,416 +10,032	+107%	+$369K	0.39%	30
2022 Q3	$335K	Hold	9,384	–	–	0.23%	50
2022 Q2	$349K	Buy	+9,384	New	+$386K	0.23%	50

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Westshore Wealth's VUG Position: Q1 2026 in Review

Westshore Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.6% in Q1 2026, selling an estimated $20.5K and leaving 5,472 shares worth $399K. The position accounts for 0.14% of the portfolio, ranked #59.

Westshore Wealth first reported a position in VUG in Q2 2022 and has held it in 16 quarters since. The position peaked at $690K in Q4 2022. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Westshore Wealth held 5,472 shares of Vanguard Morningstar Growth ETF worth $399K as of Q1 2026.
Westshore Wealth sold 264 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $20.5K.
Vanguard Morningstar Growth ETF made up 0.14% of Westshore Wealth's portfolio in Q1 2026, its #59 holding.
Westshore Wealth first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and has held it in 16 quarters since.
Westshore Wealth's Vanguard Morningstar Growth ETF position peaked at $690K in Q4 2022.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.