AssuredPartners Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

AssuredPartners Investment Advisors’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	$241K	Buy	2,798 +2	+0.1%	+$168	0.02%	372
2026 Q1	$207K	Sell	2,796 -48	-2%	-$3.73K	0.02%	380
2025 Q4	$231K	Buy	+2,844	New	+$231K	0.03%	313
2025 Q2	–	Sell	-16,674	Closed	-$1.03M	–	331
2025 Q1	$1.03M	Sell	16,674 -120	-0.7%	-$8.09K	0.2%	124
2024 Q4	$1.15M	Buy	+16,794	New	+$1.13M	0.22%	111

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

AssuredPartners Investment Advisors's VUG Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.07% in Q2 2026, buying an estimated $168 and bringing the position to 2,798 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #372.

AssuredPartners Investment Advisors first reported a position in VUG in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.15M in Q4 2024. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

AssuredPartners Investment Advisors held 2,798 shares of Vanguard Morningstar Growth ETF worth $241K as of Q2 2026.
AssuredPartners Investment Advisors bought 2 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $168.
Vanguard Morningstar Growth ETF made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #372 holding.
AssuredPartners Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $1.15M in Q4 2024.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.