Axis Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Axis Wealth 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	$4.86M	Buy	56,464 +1,348	+2%	+$113K	2.33%	6
2026 Q1	$4.01M	Buy	55,116 +4,818	+10%	+$375K	2.13%	6
2025 Q4	$4.09M	Buy	50,298 +1,734	+4%	+$141K	2.26%	5
2025 Q3	$3.88M	Buy	48,564 +1,974	+4%	+$151K	2.27%	7
2025 Q2	$3.4M	Buy	46,590 +6,360	+16%	+$419K	2.24%	8
2025 Q1	$2.49M	Buy	40,230 +732	+2%	+$49.4K	1.84%	15
2024 Q4	$2.7M	Buy	+39,498	New	+$2.65M	2.28%	9

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

Axis Wealth Partners's VUG Position: Q2 2026 in Review

Axis Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.4% in Q2 2026, buying an estimated $113K and bringing the position to 56,464 shares worth $4.86M. The position accounts for 2.33% of the portfolio, ranked #6.

Axis Wealth Partners first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Axis Wealth Partners held 56,464 shares of Vanguard Morningstar Growth ETF worth $4.86M as of Q2 2026.
Axis Wealth Partners bought 1,348 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $113K.
Vanguard Morningstar Growth ETF made up 2.33% of Axis Wealth Partners's portfolio in Q2 2026, its #6 holding.
Axis Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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