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

Burling 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 		$852K Buy
9,896
+4,010
+68% +$337K 0.12% 104
2026
Q1 		$428K Buy
5,886
+612
+12% +$47.6K 0.07% 137
2025
Q4 		$429K Buy
5,274
+2,454
+87% +$199K 0.07% 143
2025
Q3 		$225K Buy
+2,820
New +$215K 0.04% 169
2025
Q1 		– Sell
-2,928
Closed -$200K – 168
2024
Q4 		$200K Buy
+2,928
New +$197K 0.04% 164

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 22.9% 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

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

Burling Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 68% in Q2 2026, buying an estimated $337K and bringing the position to 9,896 shares worth $852K. The position accounts for 0.12% of the portfolio, ranked #104.

Burling Wealth Partners first reported a position in VUG in Q4 2024 and has held it in 5 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Burling Wealth Partners held 9,896 shares of Vanguard Morningstar Growth ETF worth $852K as of Q2 2026.
  • Burling Wealth Partners bought 4,010 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $337K.
  • Vanguard Morningstar Growth ETF made up 0.12% of Burling Wealth Partners's portfolio in Q2 2026, its #104 holding.
  • Burling Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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