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BIP Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

BIP Wealth’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 		$27.1M Buy
314,734
+36,640
+13% +$3.08M 0.77% 30
2026
Q1 		$20.2M Buy
278,094
+12,510
+5% +$973K 0.82% 23
2025
Q4 		$21.6M Buy
265,584
+22,236
+9% +$1.8M 0.76% 30
2025
Q3 		$19.5M Buy
243,348
+16,188
+7% +$1.24M 0.96% 23
2025
Q2 		$16.6M Buy
227,160
+75,678
+50% +$4.98M 1.02% 16
2025
Q1 		$9.36M Buy
151,482
+81,468
+116% +$5.49M 0.61% 27
2024
Q4 		$4.79M Buy
70,014
+7,506
+12% +$504K 0.32% 42
2024
Q3 		$4M Buy
62,508
+4,920
+9% +$305K 0.27% 42
2024
Q2 		$3.59M Buy
57,588
+342
+0.6% +$19.9K 0.29% 41
2024
Q1 		$3.28M Buy
57,246
+318
+0.6% +$17.5K 0.24% 47
2023
Q4 		$2.95M Buy
56,928
+384
+0.7% +$18.5K 0.23% 46
2023
Q3 		$2.57M Sell
56,544
-144
-0.3% -$6.8K 0.24% 44
2023
Q2 		$2.67M Sell
56,688
-3,624
-6% -$157K 0.22% 48
2023
Q1 		$2.51M Buy
+60,312
New +$2.35M 0.28% 55

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

BIP Wealth's VUG Position: Q2 2026 in Review

BIP Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 13% in Q2 2026, buying an estimated $3.08M and bringing the position to 314,734 shares worth $27.1M. The position accounts for 0.77% of the portfolio, ranked #30.

BIP Wealth first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • BIP Wealth held 314,734 shares of Vanguard Morningstar Growth ETF worth $27.1M as of Q2 2026.
  • BIP Wealth bought 36,640 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.08M.
  • Vanguard Morningstar Growth ETF made up 0.77% of BIP Wealth's portfolio in Q2 2026, its #30 holding.
  • BIP Wealth first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.