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Americana Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Americana 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 		$10.8M Buy
125,740
+87,640
+230% +$7.37M 0.24% 90
2026
Q1 		$2.77M Buy
38,100
+4,014
+12% +$312K 0.07% 185
2025
Q4 		$2.77M Buy
34,086
+4,644
+16% +$377K 0.08% 185
2025
Q3 		$2.35M Sell
29,442
-1,122
-4% -$85.7K 0.07% 183
2025
Q2 		$2.23M Buy
30,564
+9,930
+48% +$654K 0.08% 185
2025
Q1 		$1.28M Buy
20,634
+1,980
+11% +$134K 0.05% 203
2024
Q4 		$1.28M Sell
18,654
-48
-0.3% -$3.23K 0.05% 204
2024
Q3 		$1.2M Hold
18,702
– – 0.08% 181
2024
Q2 		$1.17M Buy
18,702
+408
+2% +$23.8K 0.09% 165
2024
Q1 		$1.05M Hold
18,294
– – 0.09% 175
2023
Q4 		$948K Buy
+18,294
New +$883K 0.09% 166
2023
Q3 		– Sell
-5,334
Closed -$252K – 330
2023
Q2 		$252K Buy
+5,334
New +$231K 0.03% 246

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

Americana Partners's VUG Position: Q2 2026 in Review

Americana Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 230% in Q2 2026, buying an estimated $7.37M and bringing the position to 125,740 shares worth $10.8M. The position accounts for 0.24% of the portfolio, ranked #90.

Americana Partners first reported a position in VUG in Q2 2023 and has held it in 12 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Americana Partners held 125,740 shares of Vanguard Morningstar Growth ETF worth $10.8M as of Q2 2026.
  • Americana Partners bought 87,640 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $7.37M.
  • Vanguard Morningstar Growth ETF made up 0.24% of Americana Partners's portfolio in Q2 2026, its #90 holding.
  • Americana Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.