Arcus Capital Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Arcus Capital 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	$288K	Hold	3,348	–	–	0.12%	92
2026 Q1	$244K	Sell	3,348 -96	-3%	-$7.47K	0.09%	107
2025 Q4	$280K	Hold	3,444	–	–	0.1%	115
2025 Q3	$275K	Buy	3,444 +384	+13%	+$29.3K	0.12%	96
2025 Q2	$224K	Buy	+3,060	New	+$201K	0.1%	111
2023 Q1	–	Sell	-684	Closed	-$24.3K	–	349
2022 Q4	$24.3K	Buy	+684	New	+$25.2K	0.01%	222

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

Arcus Capital Partners's VUG Position: Q2 2026 in Review

Arcus Capital Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,348 shares worth $288K. The position accounts for 0.12% of the portfolio, ranked #92.

Arcus Capital Partners first reported a position in VUG in Q4 2022 and has held it in 6 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Arcus Capital Partners held 3,348 shares of Vanguard Morningstar Growth ETF worth $288K as of Q2 2026.
Arcus Capital Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.12% of Arcus Capital Partners's portfolio in Q2 2026, its #92 holding.
Arcus Capital Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 6 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Arcus Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.