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

Woodside 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	$10.9M	Sell	126,264 -1,140	-0.9%	-$95.9K	7.58%	3
2026 Q1	$9.27M	Sell	127,404 -6,354	-5%	-$494K	7.25%	3
2025 Q4	$10.9M	Buy	133,758 +1,908	+1%	+$155K	8.12%	3
2025 Q3	$10.5M	Buy	131,850 +1,440	+1%	+$110K	8.31%	3
2025 Q2	$9.53M	Buy	130,410 +1,110	+0.9%	+$73.1K	8.2%	3
2025 Q1	$7.99M	Buy	+129,300	New	+$8.72M	7.41%	3

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

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

Woodside Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.89% in Q2 2026, selling an estimated $95.9K and leaving 126,264 shares worth $10.9M. The position accounts for 7.58% of the portfolio, ranked #3.

Woodside Wealth Management first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Woodside Wealth Management held 126,264 shares of Vanguard Morningstar Growth ETF worth $10.9M as of Q2 2026.
Woodside Wealth Management sold 1,140 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $95.9K.
Vanguard Morningstar Growth ETF made up 7.58% of Woodside Wealth Management's portfolio in Q2 2026, its #3 holding.
Woodside Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Woodside Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.