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

Wiser 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 		– Sell
-2,880
Closed -$210K – 77
2026
Q1 		$210K Buy
+2,880
New +$224K 0.05% 57
2024
Q1 		– Sell
-4,416
Closed -$222K – 35
2023
Q4 		$222K Hold
4,416
– – 0.08% 33
2023
Q3 		$200K Buy
+4,416
New +$209K 0.08% 36

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Wiser Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 2,880 shares — an estimated $210K sold.

Wiser Wealth Management first reported a position in VUG in Q3 2023 and held it in 3 quarters. The position peaked at $222K in Q4 2023. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wiser Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Wiser Wealth Management sold 2,880 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $210K.
  • Wiser Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and held it in 3 quarters.
  • Wiser Wealth Management's Vanguard Morningstar Growth ETF position peaked at $222K in Q4 2023.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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