Yarger Wealth Strategies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Yarger Wealth Strategies’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	$295K	Sell	3,372 -108	-3%	-$9.09K	0.11%	109
2026 Q1	$253K	Buy	3,480 +6	+0.2%	+$467	0.1%	108
2025 Q4	$283K	Buy	3,474 +6	+0.2%	+$487	0.12%	100
2025 Q3	$277K	Sell	3,468 -24	-0.7%	-$1.83K	0.13%	100
2025 Q2	$255K	Buy	3,492 +156	+5%	+$10.3K	0.13%	89
2025 Q1	$206K	Sell	3,336 -2,364	-41%	-$159K	0.12%	93
2024 Q4	$390K	Buy	5,700 +120	+2%	+$8.06K	0.22%	59
2024 Q3	$357K	Buy	5,580 +12	+0.2%	+$744	0.2%	61
2024 Q2	$347K	Buy	5,568 +1,620	+41%	+$94.5K	0.21%	62
2024 Q1	$226K	Sell	3,948 -972	-20%	-$53.5K	0.15%	72
2023 Q4	$255K	Buy	4,920 +12	+0.2%	+$579	0.21%	57
2023 Q3	$223K	Buy	4,908 +264	+6%	+$12.5K	0.19%	55
2023 Q2	$219K	Buy	+4,644	New	+$201K	0.2%	53

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

Yarger Wealth Strategies's VUG Position: Q2 2026 in Review

Yarger Wealth Strategies reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.1% in Q2 2026, selling an estimated $9.09K and leaving 3,372 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #109.

Yarger Wealth Strategies first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. The position peaked at $390K in Q4 2024. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Yarger Wealth Strategies held 3,372 shares of Vanguard Morningstar Growth ETF worth $295K as of Q2 2026.
Yarger Wealth Strategies sold 108 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $9.09K.
Vanguard Morningstar Growth ETF made up 0.11% of Yarger Wealth Strategies's portfolio in Q2 2026, its #109 holding.
Yarger Wealth Strategies first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
Yarger Wealth Strategies's Vanguard Morningstar Growth ETF position peaked at $390K in Q4 2024.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.