Almanack Investment Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Almanack Investment 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	$225K	Buy	+2,610	New	+$220K	0.03%	274
2025 Q1	–	Sell	-20,664	Closed	-$1.41M	–	202
2024 Q4	$1.41M	Sell	20,664 -4,788	-19%	-$322K	0.22%	63
2024 Q3	$1.63M	Sell	25,452 -1,488	-6%	-$92.2K	0.26%	56
2024 Q2	$1.68M	Sell	26,940 -2,292	-8%	-$134K	0.28%	55
2024 Q1	$1.68M	Sell	29,232 -180	-0.6%	-$9.9K	0.29%	55
2023 Q4	$1.52M	Sell	29,412 -2,982	-9%	-$144K	0.28%	52
2023 Q3	$1.47M	Sell	32,394 -174	-0.5%	-$8.22K	0.28%	44
2023 Q2	$1.54M	Buy	32,568 +19,176	+143%	+$832K	0.27%	49
2023 Q1	$557K	Buy	13,392 +1,584	+13%	+$61.6K	0.11%	82
2022 Q4	$419K	Buy	+11,808	New	+$434K	0.09%	97
2022 Q2	–	Sell	-16,248	Closed	-$779K	–	518
2022 Q1	$779K	Sell	16,248 -1,746	-10%	-$82.6K	0.07%	186
2021 Q4	$962K	Sell	17,994 -276	-2%	-$14.4K	0.08%	155
2021 Q3	$884K	Sell	18,270 -846	-4%	-$42.1K	0.08%	174
2021 Q2	$914K	Buy	+19,116	New	+$868K	0.09%	147
2020 Q3	–	Sell	-18,900	Closed	-$637K	–	391
2020 Q2	$637K	Buy	+18,900	New	+$581K	0.11%	101
2020 Q1	–	Sell	-7,800	Closed	-$237K	–	307
2019 Q4	$237K	Buy	7,800 +270	+4%	+$7.8K	0.05%	175
2019 Q3	$209K	Sell	7,530 -492	-6%	-$13.7K	0.04%	203
2019 Q2	$219K	Buy	8,022 +12	+0.1%	+$321	0.05%	169
2019 Q1	$209K	Sell	8,010 -660	-8%	-$16.3K	0.06%	131
2018 Q4	$194K	Sell	8,670 -918	-10%	-$22.2K	0.06%	156
2018 Q3	$243K	Sell	9,588 -6,666	-41%	-$174K	0.06%	153
2018 Q2	$406K	Buy	16,254 +4,506	+38%	+$110K	0.18%	51
2018 Q1	$278K	Buy	11,748 +1,332	+13%	+$32.5K	0.11%	81
2017 Q4	$244K	Buy	10,416 +654	+7%	+$15K	0.1%	100
2017 Q3	$216K	Buy	+9,762	New	+$212K	0.1%	87

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

Almanack Investment Partners's VUG Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,610 shares worth $225K. The stake represents 0.03% of the portfolio and ranks #274 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in VUG as recently as Q4 2024.

Almanack Investment Partners first reported a position in VUG in Q3 2017 and has held it in 25 quarters since. The position peaked at $1.68M in Q2 2024. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Almanack Investment Partners held 2,610 shares of Vanguard Morningstar Growth ETF worth $225K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Almanack Investment Partners position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.03% of Almanack Investment Partners's portfolio in Q2 2026, its #274 holding.
Almanack Investment Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2017 and has held it in 25 quarters since.
Almanack Investment Partners's Vanguard Morningstar Growth ETF position peaked at $1.68M in Q2 2024.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.