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Blueprint Investment Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Blueprint Investment 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 		$8.89M Sell
103,190
-4,732
-4% -$398K 0.74% 24
2026
Q1 		$7.86M Sell
107,922
-32,214
-23% -$2.51M 0.8% 27
2025
Q4 		$11.4M Buy
140,136
+7,008
+5% +$569K 1.22% 15
2025
Q3 		$10.6M Buy
133,128
+77,712
+140% +$5.94M 1.5% 14
2025
Q2 		$4.05M Sell
55,416
-9,054
-14% -$596K 0.72% 40
2025
Q1 		$3.98M Sell
64,470
-5,502
-8% -$371K 0.73% 36
2024
Q4 		$4.79M Sell
69,972
-1,044
-1% -$70.1K 0.76% 31
2024
Q3 		$4.54M Sell
71,016
-1,380
-2% -$85.5K 0.82% 23
2024
Q2 		$4.51M Buy
72,396
+9,744
+16% +$568K 0.98% 20
2024
Q1 		$3.59M Buy
62,652
+2,244
+4% +$123K 0.71% 31
2023
Q4 		$3.13M Buy
60,408
+3,024
+5% +$146K 0.86% 24
2023
Q3 		$2.6M Sell
57,384
-786
-1% -$37.1K 0.84% 27
2023
Q2 		$2.74M Sell
58,170
-68,028
-54% -$2.95M 0.98% 22
2023
Q1 		$5.25M Buy
126,198
+10,938
+9% +$425K 1.2% 21
2022
Q4 		$4.09M Sell
115,260
-13,110
-10% -$482K 0.87% 27
2022
Q3 		$4.58M Buy
128,370
+6,192
+5% +$249K 1.25% 15
2022
Q2 		$4.54M Sell
122,178
-7,170
-6% -$295K 1.22% 17
2022
Q1 		$5.79M Buy
129,348
+420
+0.3% +$19.9K 1.49% 21
2021
Q4 		$6.9M Buy
+128,928
New +$6.72M 1.7% 15

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

Blueprint Investment Partners's VUG Position: Q2 2026 in Review

Blueprint Investment Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.4% in Q2 2026, selling an estimated $398K and leaving 103,190 shares worth $8.89M. The position accounts for 0.74% of the portfolio, ranked #24.

Blueprint Investment Partners first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.4M in Q4 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Blueprint Investment Partners held 103,190 shares of Vanguard Morningstar Growth ETF worth $8.89M as of Q2 2026.
  • Blueprint Investment Partners sold 4,732 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $398K.
  • Vanguard Morningstar Growth ETF made up 0.74% of Blueprint Investment Partners's portfolio in Q2 2026, its #24 holding.
  • Blueprint Investment Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Blueprint Investment Partners's Vanguard Morningstar Growth ETF position peaked at $11.4M in Q4 2025.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.