Carmel Capital Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Carmel Capital 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	$223K	Buy	+2,591	New	+$218K	0.07%	121
2025 Q4	–	Sell	-2,688	Closed	-$215K	–	119
2025 Q3	$215K	Sell	2,688 -246	-8%	-$18.8K	0.09%	99
2025 Q2	$214K	Buy	+2,934	New	+$193K	0.08%	143
2023 Q4	–	Sell	-96	Closed	-$4.36K	–	692
2023 Q3	$4.36K	Hold	96	–	–	﹤0.01%	562
2023 Q2	$4.53K	Hold	96	–	–	﹤0.01%	327
2023 Q1	$3.99K	Buy	+96	New	+$3.73K	﹤0.01%	374

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

Carmel Capital Partners's VUG Position: Q2 2026 in Review

Carmel Capital Partners opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,591 shares worth $223K. The stake represents 0.07% of the portfolio and ranks #121 among its holdings. This is a return to the name: Carmel Capital Partners previously reported a position in VUG as recently as Q3 2025.

Carmel Capital Partners first reported a position in VUG in Q1 2023 and has held it in 6 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Carmel Capital Partners held 2,591 shares of Vanguard Morningstar Growth ETF worth $223K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Carmel Capital Partners position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.07% of Carmel Capital Partners's portfolio in Q2 2026, its #121 holding.
Carmel Capital Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 6 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.