Wolff Wiese Magana’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wolff Wiese Magana’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	$164K	Buy	1,900 +190	+11%	+$16K	0.08%	133
2026 Q1	$124K	Hold	1,710	–	–	0.07%	137
2025 Q4	$139K	Hold	1,710	–	–	0.08%	128
2025 Q3	$137K	Hold	1,710	–	–	0.08%	131
2025 Q2	$125K	Hold	1,710	–	–	0.08%	132
2025 Q1	$106K	Hold	1,710	–	–	0.07%	132
2024 Q4	$117K	Sell	1,710 -12	-0.7%	-$806	0.08%	134
2024 Q3	$110K	Hold	1,722	–	–	0.08%	134
2024 Q2	$107K	Hold	1,722	–	–	0.09%	121
2024 Q1	$98.8K	Hold	1,722	–	–	0.09%	114
2023 Q4	$89.2K	Buy	1,722 +126	+8%	+$6.08K	0.08%	116
2023 Q3	$72.4K	Hold	1,596	–	–	0.06%	158
2023 Q2	$75.3K	Hold	1,596	–	–	0.06%	156
2023 Q1	$66.4K	Hold	1,596	–	–	0.05%	163
2022 Q4	$56.7K	Hold	1,596	–	–	0.05%	169
2022 Q3	$57K	Hold	1,596	–	–	0.05%	221
2022 Q2	$59K	Sell	1,596 -822	-34%	-$33.8K	0.04%	228
2022 Q1	$116K	Sell	2,418 -828	-26%	-$39.2K	0.08%	166
2021 Q4	$174K	Hold	3,246	–	–	0.11%	141
2021 Q3	$157K	Hold	3,246	–	–	0.11%	151
2021 Q2	$155K	Hold	3,246	–	–	0.11%	146
2021 Q1	$139K	Hold	3,246	–	–	0.11%	153
2020 Q4	$137K	Buy	+3,246	New	+$130K	0.12%	148

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 22.9% 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

Wolff Wiese Magana's VUG Position: Q2 2026 in Review

Wolff Wiese Magana increased its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q2 2026, buying an estimated $16K and bringing the position to 1,900 shares worth $164K. The position accounts for 0.08% of the portfolio, ranked #133.

Wolff Wiese Magana first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $174K in Q4 2021. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Wolff Wiese Magana held 1,900 shares of Vanguard Morningstar Growth ETF worth $164K as of Q2 2026.
Wolff Wiese Magana bought 190 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $16K.
Vanguard Morningstar Growth ETF made up 0.08% of Wolff Wiese Magana's portfolio in Q2 2026, its #133 holding.
Wolff Wiese Magana first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's Vanguard Morningstar Growth ETF position peaked at $174K in Q4 2021.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.