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Avantax Planning Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Avantax Planning 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 		$1.03M Sell
12,003
-45
-0.4% -$3.79K 0.03% 199
2026
Q1 		$877K Sell
12,048
-2,064
-15% -$161K 0.02% 209
2025
Q4 		$1.15M Sell
14,112
-2,430
-15% -$197K 0.03% 181
2025
Q3 		$1.32M Sell
16,542
-360
-2% -$27.5K 0.04% 174
2025
Q2 		$1.23M Buy
16,902
+726
+4% +$47.8K 0.04% 176
2025
Q1 		$1,000K Sell
16,176
-1,542
-9% -$104K 0.04% 185
2024
Q4 		$1.21M Buy
17,718
+318
+2% +$21.4K 0.04% 164
2024
Q3 		$1.11M Buy
17,400
+696
+4% +$43.1K 0.04% 174
2024
Q2 		$1.04M Buy
16,704
+1,878
+13% +$110K 0.03% 205
2024
Q1 		$851K Buy
14,826
+4,134
+39% +$227K 0.03% 220
2023
Q4 		$554K Buy
10,692
+228
+2% +$11K 0.02% 227
2023
Q3 		$475K Sell
10,464
-4,812
-32% -$227K 0.02% 233
2023
Q2 		$720K Sell
15,276
-18,324
-55% -$795K 0.03% 200
2023
Q1 		$1.4M Sell
33,600
-1,854
-5% -$72.1K 0.06% 134
2022
Q4 		$1.26M Buy
35,454
+3,318
+10% +$122K 0.05% 138
2022
Q3 		$1.15M Buy
32,136
+1,074
+3% +$43.2K 0.05% 132
2022
Q2 		$1.15M Sell
31,062
-1,266
-4% -$52K 0.05% 140
2022
Q1 		$1.55M Sell
32,328
-174
-0.5% -$8.23K 0.06% 120
2021
Q4 		$1.74M Buy
32,502
+288
+0.9% +$15K 0.07% 114
2021
Q3 		$1.56M Sell
32,214
-756
-2% -$37.6K 0.07% 107
2021
Q2 		$1.58M Hold
32,970
– – 0.07% 102
2021
Q1 		$1.41M Sell
32,970
-2,010
-6% -$86K 0.07% 113
2020
Q4 		$1.48M Sell
34,980
-20,622
-37% -$823K 0.08% 100
2020
Q3 		$2.11M Sell
55,602
-2,538
-4% -$93.7K 0.11% 79
2020
Q2 		$1.96M Buy
58,140
+20,286
+54% +$624K 0.11% 78
2020
Q1 		$989K Buy
37,854
+378
+1% +$11.3K 0.07% 107
2019
Q4 		$1.14M Hold
37,476
– – 0.07% 104
2019
Q3 		$1.04M Buy
37,476
+2,268
+6% +$62.9K 0.06% 104
2019
Q2 		$973K Sell
35,208
-252
-0.7% -$6.73K 0.06% 108
2019
Q1 		$924K Sell
35,460
-204
-0.6% -$5.03K 0.06% 107
2018
Q4 		$798K Sell
35,664
-648
-2% -$15.7K 0.06% 109
2018
Q3 		$975K Sell
36,312
-1,068
-3% -$27.9K 0.08% 80
2018
Q2 		$933K Sell
37,380
-1,176
-3% -$28.8K 0.08% 82
2018
Q1 		$912K Buy
38,556
+1,338
+4% +$32.6K 0.08% 107
2017
Q4 		$872K Sell
37,218
-28,182
-43% -$647K 0.08% 111
2017
Q3 		$1.45M Buy
65,400
+2,910
+5% +$63.3K 0.11% 84
2017
Q2 		$1.32M Sell
62,490
-594
-0.9% -$12.4K 0.11% 88
2017
Q1 		$1.28M Buy
63,084
+1,560
+3% +$30.8K 0.11% 79
2016
Q4 		$1.14M Buy
+61,524
New +$1.14M 0.12% 80

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

Avantax Planning Partners's VUG Position: Q2 2026 in Review

Avantax Planning Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.37% in Q2 2026, selling an estimated $3.79K and leaving 12,003 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #199.

Avantax Planning Partners first reported a position in VUG in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.11M in Q3 2020. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Avantax Planning Partners held 12,003 shares of Vanguard Morningstar Growth ETF worth $1.03M as of Q2 2026.
  • Avantax Planning Partners sold 45 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.79K.
  • Vanguard Morningstar Growth ETF made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #199 holding.
  • Avantax Planning Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's Vanguard Morningstar Growth ETF position peaked at $2.11M in Q3 2020.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.