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Abacus Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Abacus Wealth Partners’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 		$1.08M Sell
12,510
-3,336
-21% -$281K 0.11% 66
2026
Q1 		$1.15M Buy
15,846
+2,874
+22% +$224K 0.11% 88
2025
Q4 		$1.05M Sell
12,972
-150
-1% -$12.2K 0.1% 94
2025
Q3 		$1.05M Sell
13,122
-2,328
-15% -$178K 0.15% 31
2025
Q2 		$1.13M Buy
15,450
+8,340
+117% +$549K 0.17% 29
2025
Q1 		$439K Sell
7,110
-138
-2% -$9.3K 0.07% 51
2024
Q4 		$496K Sell
7,248
-312
-4% -$21K 0.07% 46
2024
Q3 		$484K Sell
7,560
-420
-5% -$26K 0.07% 49
2024
Q2 		$497K Buy
7,980
+1,950
+32% +$114K 0.08% 48
2024
Q1 		$346K Sell
6,030
-480
-7% -$26.4K 0.06% 62
2023
Q4 		$337K Hold
6,510
– – 0.06% 52
2023
Q3 		$295K Sell
6,510
-120
-2% -$5.67K 0.09% 56
2023
Q2 		$313K Sell
6,630
-10,548
-61% -$457K 0.09% 62
2023
Q1 		$722K Buy
17,178
+276
+2% +$10.7K 0.24% 28
2022
Q4 		$600K Sell
16,902
-246
-1% -$9.05K 0.21% 33
2022
Q3 		$611K Sell
17,148
-3,930
-19% -$158K 0.32% 30
2022
Q2 		$783K Hold
21,078
– – 0.41% 24
2022
Q1 		$1.01M Sell
21,078
-90
-0.4% -$4.26K 0.45% 24
2021
Q4 		$1.13M Buy
21,168
+5,652
+36% +$294K 0.4% 27
2021
Q3 		$750K Sell
15,516
-270
-2% -$13.4K 0.28% 37
2021
Q2 		$755K Buy
15,786
+66
+0.4% +$3K 0.3% 30
2021
Q1 		$673K Buy
15,720
+1,620
+11% +$69.3K 0.48% 28
2020
Q4 		$595K Buy
+14,100
New +$563K 0.52% 29

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

Abacus Wealth Partners's VUG Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 21% in Q2 2026, selling an estimated $281K and leaving 12,510 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #66.

Abacus Wealth Partners first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q1 2026. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Abacus Wealth Partners held 12,510 shares of Vanguard Morningstar Growth ETF worth $1.08M as of Q2 2026.
  • Abacus Wealth Partners sold 3,336 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $281K.
  • Vanguard Morningstar Growth ETF made up 0.11% of Abacus Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • Abacus Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Abacus Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $1.15M in Q1 2026.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.