WPG Advisers’s Vanguard Morningstar Growth ETF VUG Stock Holding History

WPG Advisers’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	$807K	Sell	9,365 -31	-0.3%	-$2.61K	0.47%	34
2026 Q1	$684K	Sell	9,396 -342	-4%	-$26.6K	0.5%	30
2025 Q4	$792K	Sell	9,738 -132	-1%	-$10.7K	0.59%	28
2025 Q3	$789K	Sell	9,870 -66	-0.7%	-$5.04K	0.61%	26
2025 Q2	$726K	Buy	9,936 +258	+3%	+$17K	0.61%	26
2025 Q1	$598K	Sell	9,678 -2,538	-21%	-$171K	0.56%	29
2024 Q4	$836K	Buy	+12,216	New	+$821K	0.78%	20

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

DADC

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

WPG Advisers's VUG Position: Q2 2026 in Review

WPG Advisers reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.33% in Q2 2026, selling an estimated $2.61K and leaving 9,365 shares worth $807K. The position accounts for 0.47% of the portfolio, ranked #34.

WPG Advisers first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $836K in Q4 2024. 2,038 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

WPG Advisers held 9,365 shares of Vanguard Morningstar Growth ETF worth $807K as of Q2 2026.
WPG Advisers sold 31 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.61K.
Vanguard Morningstar Growth ETF made up 0.47% of WPG Advisers's portfolio in Q2 2026, its #34 holding.
WPG Advisers first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's Vanguard Morningstar Growth ETF position peaked at $836K in Q4 2024.
2,038 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.