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

Ameritas 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	$221K	Hold	2,562	–	–	0.01%	1340
2026 Q1	$186K	Buy	2,562 +6	+0.2%	+$467	0.01%	1306
2025 Q4	$208K	Buy	2,556 +6	+0.2%	+$487	0.01%	1225
2025 Q3	$204K	Hold	2,550	–	–	0.01%	1229
2025 Q2	$186K	Sell	2,550 -450	-15%	-$29.6K	0.01%	1332
2025 Q1	$185K	Buy	3,000 +2,016	+205%	+$136K	0.01%	1308
2024 Q4	$67.4K	Hold	984	–	–	﹤0.01%	2010
2024 Q3	$63K	Hold	984	–	–	﹤0.01%	2059
2024 Q2	$61.2K	Hold	984	–	–	﹤0.01%	2031
2024 Q1	$56.4K	Sell	984 -402	-29%	-$22.1K	﹤0.01%	2075
2023 Q4	$71.7K	Buy	1,386 +6	+0.4%	+$290	﹤0.01%	1947
2023 Q3	$62.7K	Hold	1,380	–	–	﹤0.01%	1960
2023 Q2	$65K	Buy	1,380 +6	+0.4%	+$260	﹤0.01%	1879
2023 Q1	$57.2K	Hold	1,374	–	–	﹤0.01%	1889
2022 Q4	$48.8K	Hold	1,374	–	–	﹤0.01%	2069
2022 Q3	$48K	Buy	1,374 +6	+0.4%	+$241	﹤0.01%	2013
2022 Q2	$50K	Hold	1,368	–	–	﹤0.01%	1986
2022 Q1	$65K	Sell	1,368 -1,836	-57%	-$86.8K	﹤0.01%	1910
2021 Q4	$171K	Buy	3,204 +1,842	+135%	+$96K	0.01%	1326
2021 Q3	$65K	Hold	1,362	–	–	﹤0.01%	1985
2021 Q2	$65K	Hold	1,362	–	–	﹤0.01%	2013
2021 Q1	$58K	Buy	1,362 +6	+0.4%	+$257	﹤0.01%	1995
2020 Q4	$57K	Hold	1,356	–	–	﹤0.01%	1903
2020 Q3	$51K	Hold	1,356	–	–	﹤0.01%	1826
2020 Q2	$45K	Buy	1,356 +6	+0.4%	+$185	﹤0.01%	1899
2020 Q1	$35K	Hold	1,350	–	–	﹤0.01%	1865
2019 Q4	$40K	Buy	1,350 +6	+0.4%	+$173	﹤0.01%	2042
2019 Q3	$37K	Buy	1,344 +6	+0.4%	+$166	﹤0.01%	2054
2019 Q2	$36K	Buy	1,338 +948	+243%	+$25.3K	﹤0.01%	2110
2019 Q1	$10K	Sell	390 -450	-54%	-$11.1K	﹤0.01%	2706
2018 Q4	$18K	Sell	840 -132	-14%	-$3.2K	﹤0.01%	2408
2018 Q3	$26K	Buy	972 +138	+17%	+$3.61K	﹤0.01%	2379
2018 Q2	$20K	Hold	834	–	–	﹤0.01%	2520
2018 Q1	$19K	Hold	834	–	–	﹤0.01%	2454
2017 Q4	$9K	Hold	834	–	–	﹤0.01%	2790
2017 Q3	$18K	Buy	834 +456	+121%	+$9.91K	﹤0.01%	2491
2017 Q2	$8K	Sell	378 -6	-2%	-$126	﹤0.01%	2876
2017 Q1	$7K	Buy	384 +6	+2%	+$118	﹤0.01%	2787
2016 Q4	$7K	Buy	+378	New	+$6.99K	﹤0.01%	1213
2016 Q2	–	Sell	-1,422	Closed	-$25K	–	1197
2016 Q1	$25K	Hold	1,422	–	–	﹤0.01%	1075
2015 Q4	$25K	Hold	1,422	–	–	﹤0.01%	1072
2015 Q3	$23K	Hold	1,422	–	–	﹤0.01%	1037
2015 Q2	$25K	Hold	1,422	–	–	﹤0.01%	1083
2015 Q1	$24K	Hold	1,422	–	–	﹤0.01%	1124
2014 Q4	$24K	Buy	+1,422	New	+$24.2K	﹤0.01%	1106

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 22.9% 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

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

Ameritas Investment Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 2,562 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #1340.

Ameritas Investment Partners first reported a position in VUG in Q4 2014 and has held it in 45 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Ameritas Investment Partners held 2,562 shares of Vanguard Morningstar Growth ETF worth $221K as of Q2 2026.
Ameritas Investment Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1340 holding.
Ameritas Investment Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2014 and has held it in 45 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.