Wiser Advisor Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wiser Advisor 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	$1.78M	Sell	20,624 -2,452	-11%	-$206K	1.95%	22
2026 Q1	$1.68M	Sell	23,076 -1,848	-7%	-$144K	2.03%	21
2025 Q4	$2.03M	Sell	24,924 -396	-2%	-$32.1K	2.32%	14
2025 Q3	$2.02M	Sell	25,320 -954	-4%	-$72.9K	2.52%	11
2025 Q2	$1.92M	Sell	26,274 -5,460	-17%	-$359K	3.34%	11
2025 Q1	$1.96M	Sell	31,734 -3,306	-9%	-$223K	2.9%	12
2024 Q4	$2.4M	Buy	35,040 +24	+0.1%	+$1.61K	3.49%	5
2024 Q3	$2.24M	Buy	35,016 +36	+0.1%	+$2.23K	3.34%	8
2024 Q2	$2.18M	Sell	34,980 -420	-1%	-$24.5K	3.43%	7
2024 Q1	$2.03M	Sell	35,400 -1,344	-4%	-$73.9K	3.18%	9
2023 Q4	$1.9M	Buy	+36,744	New	+$1.77M	3.17%	8

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

Wiser Advisor Group's VUG Position: Q2 2026 in Review

Wiser Advisor Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q2 2026, selling an estimated $206K and leaving 20,624 shares worth $1.78M. The position accounts for 1.95% of the portfolio, ranked #22.

Wiser Advisor Group first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.4M in Q4 2024. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Wiser Advisor Group held 20,624 shares of Vanguard Morningstar Growth ETF worth $1.78M as of Q2 2026.
Wiser Advisor Group sold 2,452 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $206K.
Vanguard Morningstar Growth ETF made up 1.95% of Wiser Advisor Group's portfolio in Q2 2026, its #22 holding.
Wiser Advisor Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Wiser Advisor Group's Vanguard Morningstar Growth ETF position peaked at $2.4M in Q4 2024.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.