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Blue Chip Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Blue Chip 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 		$788K Sell
9,143
-67
-0.7% -$5.64K 0.05% 105
2026
Q1 		$671K Buy
9,210
+90
+1% +$7K 0.05% 108
2025
Q4 		$742K Buy
9,120
+18
+0.2% +$1.46K 0.05% 103
2025
Q3 		$728K Sell
9,102
-1,446
-14% -$110K 0.05% 93
2025
Q2 		$771K Buy
10,548
+552
+6% +$36.3K 0.06% 86
2025
Q1 		$618K Sell
9,996
-72
-0.7% -$4.86K 0.05% 96
2024
Q4 		$689K Buy
10,068
+96
+1% +$6.45K 0.06% 94
2024
Q3 		$638K Buy
9,972
+24
+0.2% +$1.49K 0.06% 90
2024
Q2 		$620K Buy
9,948
+900
+10% +$52.5K 0.06% 85
2024
Q1 		$519K Buy
9,048
+12
+0.1% +$660 0.05% 91
2023
Q4 		$468K Buy
9,036
+18
+0.2% +$869 0.05% 95
2023
Q3 		$409K Sell
9,018
-96
-1% -$4.53K 0.05% 94
2023
Q2 		$430K Buy
9,114
+12
+0.1% +$520 0.05% 102
2023
Q1 		$378K Buy
9,102
+126
+1% +$4.9K 0.04% 101
2022
Q4 		$319K Buy
+8,976
New +$330K 0.04% 111

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

Blue Chip Partners's VUG Position: Q2 2026 in Review

Blue Chip Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.73% in Q2 2026, selling an estimated $5.64K and leaving 9,143 shares worth $788K. The position accounts for 0.05% of the portfolio, ranked #105.

Blue Chip Partners first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Blue Chip Partners held 9,143 shares of Vanguard Morningstar Growth ETF worth $788K as of Q2 2026.
  • Blue Chip Partners sold 67 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.64K.
  • Vanguard Morningstar Growth ETF made up 0.05% of Blue Chip Partners's portfolio in Q2 2026, its #105 holding.
  • Blue Chip Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.