Whitaker-Myers Wealth Managers’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Whitaker-Myers Wealth Managers’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	$562K	Buy	6,527 +47	+0.7%	+$3.96K	0.09%	87
2026 Q1	$472K	Sell	6,480 -30	-0.5%	-$2.33K	0.09%	85
2025 Q4	$529K	Sell	6,510 -168	-3%	-$13.6K	0.11%	84
2025 Q3	$534K	Sell	6,678 -7,416	-53%	-$567K	0.12%	85
2025 Q2	$1.03M	Sell	14,094 -8,586	-38%	-$565K	0.26%	43
2025 Q1	$1.4M	Sell	22,680 -1,620	-7%	-$109K	0.39%	29
2024 Q4	$1.66M	Sell	24,300 -4,464	-16%	-$300K	0.48%	27
2024 Q3	$1.84M	Buy	28,764 +1,086	+4%	+$67.3K	0.61%	24
2024 Q2	$1.73M	Sell	27,678 -3,612	-12%	-$211K	0.64%	24
2024 Q1	$1.79M	Sell	31,290 -4,356	-12%	-$240K	0.76%	21
2023 Q4	$1.85M	Sell	35,646 -11,334	-24%	-$547K	0.92%	17
2023 Q3	$2.13M	Sell	46,980 -5,430	-10%	-$256K	1.32%	14
2023 Q2	$2.47M	Sell	52,410 -2,346	-4%	-$102K	1.66%	13
2023 Q1	$2.28M	Sell	54,756 -11,520	-17%	-$448K	1.76%	14
2022 Q4	$2.35M	Buy	+66,276	New	+$2.44M	2.26%	10

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

Whitaker-Myers Wealth Managers's VUG Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.73% in Q2 2026, buying an estimated $3.96K and bringing the position to 6,527 shares worth $562K. The position accounts for 0.09% of the portfolio, ranked #87.

Whitaker-Myers Wealth Managers first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.47M in Q2 2023. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Whitaker-Myers Wealth Managers held 6,527 shares of Vanguard Morningstar Growth ETF worth $562K as of Q2 2026.
Whitaker-Myers Wealth Managers bought 47 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.96K.
Vanguard Morningstar Growth ETF made up 0.09% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #87 holding.
Whitaker-Myers Wealth Managers first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
Whitaker-Myers Wealth Managers's Vanguard Morningstar Growth ETF position peaked at $2.47M in Q2 2023.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.