CPIG
VUG icon

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

Chicago Partners Investment Group’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 		$78.1M Sell
932,446
-4,493,768
-83% -$378M 1.56% 7
2026
Q1 		$75.1M Buy
5,426,214
+4,534,320
+508% +$353M 1.68% 7
2025
Q4 		$71.9M Buy
891,894
+6,966
+0.8% +$565K 1.77% 7
2025
Q3 		$74M Sell
884,928
-4,884
-0.5% -$373K 1.94% 7
2025
Q2 		$66.8M Sell
889,812
-3,690
-0.4% -$243K 1.93% 6
2025
Q1 		$57.3M Buy
893,502
+57,042
+7% +$3.85M 1.9% 7
2024
Q4 		$57.7M Sell
836,460
-64,242
-7% -$4.32M 1.92% 9
2024
Q3 		$58.3M Buy
900,702
+11,970
+1% +$742K 2.08% 6
2024
Q2 		$53.1M Sell
888,732
-2,976
-0.3% -$174K 2.05% 7
2024
Q1 		$49.2M Buy
891,708
+20,268
+2% +$1.11M 2.09% 6
2023
Q4 		$46.9M Buy
871,440
+66,900
+8% +$3.23M 2.17% 5
2023
Q3 		$36.3M Buy
804,540
+42,132
+6% +$1.99M 1.96% 8
2023
Q2 		$36.3M Buy
762,408
+115,980
+18% +$5.03M 1.89% 8
2023
Q1 		$26.7M Buy
646,428
+8,142
+1% +$317K 1.56% 11
2022
Q4 		$26.1M Buy
638,286
+9,564
+2% +$352K 1.6% 12
2022
Q3 		$22.4M Buy
628,722
+8,250
+1% +$332K 1.6% 14
2022
Q2 		$26.1M Buy
620,472
+1,770
+0.3% +$72.7K 1.89% 10
2022
Q1 		$23.6M Sell
618,702
-7,692
-1% -$364K 1.8% 10
2021
Q4 		$29.2M Sell
626,394
-14,268
-2% -$743K 2.07% 9
2021
Q3 		$33.7M Sell
640,662
-5,172
-0.8% -$257K 2.36% 6
2021
Q2 		$32.3M Buy
645,834
+5,700
+0.9% +$259K 2.4% 6
2021
Q1 		$29.6M Buy
640,134
+366
+0.1% +$15.7K 2.44% 7
2020
Q4 		$27.7M Buy
639,768
+8,016
+1% +$320K 2.63% 6
2020
Q3 		$23.7M Buy
631,752
+2,226
+0.4% +$82.2K 2.81% 7
2020
Q2 		$22.4M Sell
629,526
-12,090
-2% -$372K 2.8% 7
2020
Q1 		$18.9M Buy
641,616
+8,040
+1% +$241K 2.91% 7
2019
Q4 		$20.2M Sell
633,576
-34,584
-5% -$999K 2.48% 9
2019
Q3 		$18.8M Buy
668,160
+10,086
+2% +$280K 2.65% 10
2019
Q2 		$18.4M Buy
658,074
+10,320
+2% +$276K 2.64% 10
2019
Q1 		$17.4M Buy
647,754
+4,362
+0.7% +$108K 2.58% 10
2018
Q4 		$15M Buy
643,392
+8,814
+1% +$214K 2.23% 10
2018
Q3 		$15M Buy
634,578
+12,438
+2% +$325K 2.23% 9
2018
Q2 		$15.5M Sell
622,140
-12,162
-2% -$298K 2.41% 8
2018
Q1 		$15M Buy
634,302
+13,668
+2% +$333K 2.57% 8
2017
Q4 		$14.5M Sell
620,634
-3,372
-0.5% -$77.4K 2.38% 8
2017
Q3 		$13.8M Buy
624,006
+137,286
+28% +$2.98M 2.36% 9
2017
Q2 		$9.58M Buy
486,720
+68,052
+16% +$1.43M 2.5% 8
2017
Q1 		$8.49M Buy
418,668
+96,498
+30% +$1.9M 2.4% 10
2016
Q4 		$5.99M Buy
322,170
+26,436
+9% +$489K 2.18% 11
2016
Q3 		$5.54M Buy
295,734
+9,324
+3% +$173K 2.2% 11
2016
Q2 		$5.12M Buy
286,410
+2,766
+1% +$49.3K 2.46% 11
2016
Q1 		$5.03M Buy
283,644
+35,406
+14% +$593K 2.61% 10
2015
Q4 		$4.4M Sell
248,238
-78,690
-24% -$1.41M 2.1% 12
2015
Q3 		$5.46M Sell
326,928
-4,116
-1% -$73K 3.05% 7
2015
Q2 		$5.91M Sell
331,044
-20,352
-6% -$370K 2.69% 8
2015
Q1 		$6.11M Buy
351,396
+18,696
+6% +$332K 2.7% 8
2014
Q4 		$5.79M Buy
+332,700
New +$5.66M 2.45% 11

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Chicago Partners Investment Group's VUG Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $378M and leaving 932,446 shares worth $78.1M. The position accounts for 1.56% of the portfolio, ranked #7.

Chicago Partners Investment Group first reported a position in VUG in Q4 2014 and has held it in 47 quarters since. 1,448 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Chicago Partners Investment Group held 932,446 shares of Vanguard Morningstar Growth ETF worth $78.1M as of Q2 2026.
  • Chicago Partners Investment Group sold 4,493,768 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $378M.
  • Vanguard Morningstar Growth ETF made up 1.56% of Chicago Partners Investment Group's portfolio in Q2 2026, its #7 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,448 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.