WEG
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World Equity Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

World Equity 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 		$1.88M Sell
21,822
-4,536
-17% -$382K 0.42% 49
2026
Q1 		$1.92M Sell
26,358
-3,576
-12% -$278K 0.5% 37
2025
Q4 		$2.43M Buy
29,934
+1,494
+5% +$121K 0.68% 29
2025
Q3 		$2.27M Sell
28,440
-1,140
-4% -$87.1K 0.52% 37
2025
Q2 		$2.16M Buy
29,580
+84
+0.3% +$5.53K 0.59% 34
2025
Q1 		$1.82M Sell
29,496
-27,120
-48% -$1.83M 0.52% 42
2024
Q4 		$3.87M Buy
56,616
+45,450
+407% +$3.05M 0.83% 29
2024
Q3 		$715K Buy
11,166
+864
+8% +$53.6K 0.26% 90
2024
Q2 		$642K Sell
10,302
-11,634
-53% -$678K 0.19% 137
2024
Q1 		$1.26M Buy
21,936
+1,764
+9% +$97K 0.26% 98
2023
Q4 		$1.05M Sell
20,172
-600
-3% -$29K 0.21% 109
2023
Q3 		$943K Buy
20,772
+9,462
+84% +$447K 0.2% 119
2023
Q2 		$533K Sell
11,310
-217,158
-95% -$9.42M 0.16% 170
2023
Q1 		$9.5M Buy
228,468
+88,524
+63% +$3.44M 1.42% 10
2022
Q4 		$4.97M Sell
139,944
-780
-0.6% -$28.7K 1.18% 16
2022
Q3 		$5.02M Buy
140,724
+3,240
+2% +$130K 1.27% 13
2022
Q2 		$5.11M Buy
137,484
+6,168
+5% +$253K 1.28% 10
2022
Q1 		$6.29M Buy
+131,316
New +$6.21M 1.36% 8

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

World Equity Group's VUG Position: Q2 2026 in Review

World Equity Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 17% in Q2 2026, selling an estimated $382K and leaving 21,822 shares worth $1.88M. The position accounts for 0.42% of the portfolio, ranked #49.

World Equity Group first reported a position in VUG in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.5M in Q1 2023. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • World Equity Group held 21,822 shares of Vanguard Morningstar Growth ETF worth $1.88M as of Q2 2026.
  • World Equity Group sold 4,536 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $382K.
  • Vanguard Morningstar Growth ETF made up 0.42% of World Equity Group's portfolio in Q2 2026, its #49 holding.
  • World Equity Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Vanguard Morningstar Growth ETF position peaked at $9.5M in Q1 2023.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.