Autumn Glory Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Autumn Glory 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	$3.63M	Buy	42,138 +1,272	+3%	+$107K	1.03%	24
2026 Q1	$2.97M	Sell	40,866 -39,396	-49%	-$3.06M	1.09%	21
2025 Q4	$6.53M	Buy	80,262 +74,964	+1,415%	+$6.08M	2.29%	8
2025 Q3	$423K	Buy	5,298 +1,980	+60%	+$151K	0.17%	124
2025 Q2	$242K	Buy	+3,318	New	+$218K	0.11%	164
2025 Q1	–	Sell	-3,000	Closed	-$205K	–	192
2024 Q4	$205K	Buy	+3,000	New	+$202K	0.1%	167
2022 Q4	–	Sell	-11,418	Closed	-$407K	–	170
2022 Q3	$407K	Hold	11,418	–	–	0.27%	90
2022 Q2	$424K	Buy	11,418 +120	+1%	+$4.93K	0.31%	80
2022 Q1	$542K	Hold	11,298	–	–	0.31%	95
2021 Q4	$604K	Buy	+11,298	New	+$589K	0.25%	96

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

Autumn Glory Partners's VUG Position: Q2 2026 in Review

Autumn Glory Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.1% in Q2 2026, buying an estimated $107K and bringing the position to 42,138 shares worth $3.63M. The position accounts for 1.03% of the portfolio, ranked #24.

Autumn Glory Partners first reported a position in VUG in Q4 2021 and has held it in 10 quarters since. The position peaked at $6.53M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Autumn Glory Partners held 42,138 shares of Vanguard Morningstar Growth ETF worth $3.63M as of Q2 2026.
Autumn Glory Partners bought 1,272 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $107K.
Vanguard Morningstar Growth ETF made up 1.03% of Autumn Glory Partners's portfolio in Q2 2026, its #24 holding.
Autumn Glory Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 10 quarters since.
Autumn Glory Partners's Vanguard Morningstar Growth ETF position peaked at $6.53M in Q4 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.