Woodard & Company Asset Management Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Woodard & Company Asset Management 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	$66.2K	Hold	768	–	–	0.01%	132
2026 Q1	$55.9K	Hold	768	–	–	0.01%	137
2025 Q4	$62.4K	Buy	+768	New	+$62.3K	0.01%	132
2022 Q2	–	Sell	-432	Closed	-$21K	–	123
2022 Q1	$21K	Hold	432	–	–	0.01%	100
2021 Q4	$23K	Hold	432	–	–	0.01%	91
2021 Q3	$21K	Buy	+432	New	+$21.5K	0.01%	93

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Woodard & Company Asset Management Group's VUG Position: Q2 2026 in Review

Woodard & Company Asset Management Group held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 768 shares worth $66.2K. The position accounts for 0.01% of the portfolio, ranked #132.

Woodard & Company Asset Management Group first reported a position in VUG in Q3 2021 and has held it in 6 quarters since. 1,390 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Woodard & Company Asset Management Group held 768 shares of Vanguard Morningstar Growth ETF worth $66.2K as of Q2 2026.
Woodard & Company Asset Management Group left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.01% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #132 holding.
Woodard & Company Asset Management Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 6 quarters since.
1,390 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.