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

BSW 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	$583K	Buy	6,772 +4	+0.1%	+$337	0.06%	168
2026 Q1	$493K	Buy	6,768 +6	+0.1%	+$467	0.06%	178
2025 Q4	$550K	Sell	6,762 -1,122	-14%	-$91.1K	0.07%	169
2025 Q3	$630K	Buy	7,884 +6	+0.1%	+$458	0.08%	146
2025 Q2	$576K	Sell	7,878 -120	-2%	-$7.9K	0.08%	141
2025 Q1	$494K	Buy	7,998 +4,002	+100%	+$270K	0.08%	156
2024 Q4	$273K	Hold	3,996	–	–	0.04%	244
2024 Q3	$256K	Sell	3,996 -342	-8%	-$21.2K	0.04%	254
2024 Q2	$270K	Buy	4,338 +498	+13%	+$29K	0.04%	230
2024 Q1	$220K	Buy	+3,840	New	+$211K	0.04%	266

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

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

BSW Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.06% in Q2 2026, buying an estimated $337 and bringing the position to 6,772 shares worth $583K. The position accounts for 0.06% of the portfolio, ranked #168.

BSW Wealth Partners first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. The position peaked at $630K in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

BSW Wealth Partners held 6,772 shares of Vanguard Morningstar Growth ETF worth $583K as of Q2 2026.
BSW Wealth Partners bought 4 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $337.
Vanguard Morningstar Growth ETF made up 0.06% of BSW Wealth Partners's portfolio in Q2 2026, its #168 holding.
BSW Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
BSW Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $630K in Q3 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.