Corepath Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Corepath 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	$440K	Buy	5,112 +96	+2%	+$8.08K	0.27%	28
2026 Q1	$382K	Hold	5,016	–	–	0.26%	27
2025 Q4	$412K	Sell	5,016 -552	-10%	-$44.8K	0.28%	25
2025 Q3	$450K	Hold	5,568	–	–	0.33%	24
2025 Q2	$410K	Hold	5,568	–	–	0.35%	23
2025 Q1	$326K	Sell	5,568 -12	-0.2%	-$809	0.31%	22
2024 Q4	$376K	Buy	5,580 +12	+0.2%	+$806	0.37%	20
2024 Q3	$364K	Buy	5,568 +192	+4%	+$11.9K	0.35%	21
2024 Q2	$347K	Buy	5,376 +750	+16%	+$43.7K	0.37%	20
2024 Q1	$255K	Sell	4,626 -9,246	-67%	-$508K	0.28%	20
2023 Q4	$697K	Sell	13,872 -102	-0.7%	-$4.92K	0.39%	21
2023 Q3	$648K	Hold	13,974	–	–	0.39%	21
2023 Q2	$678K	Buy	13,974 +1,200	+9%	+$52K	0.4%	19
2023 Q1	$528K	Hold	12,774	–	–	0.33%	22
2022 Q4	$460K	Hold	12,774	–	–	0.31%	23
2022 Q3	$460K	Hold	12,774	–	–	0.34%	22
2022 Q2	$483K	Hold	12,774	–	–	0.36%	22
2022 Q1	$560K	Hold	12,774	–	–	0.39%	21
2021 Q4	$646K	Buy	12,774 +600	+5%	+$31.3K	0.46%	19
2021 Q3	$590K	Hold	12,174	–	–	0.45%	19
2021 Q2	$606K	Hold	12,174	–	–	0.47%	19
2021 Q1	$552K	Sell	12,174 -2,208	-15%	-$94.5K	0.49%	19
2020 Q4	$607K	Buy	+14,382	New	+$574K	0.63%	18

Other funds holding VUG

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Corepath Wealth Partners increased its Vanguard Growth ETF (VUG) stake by 1.9% in Q2 2026, buying an estimated $8.08K and bringing the position to 5,112 shares worth $440K. The position accounts for 0.27% of the portfolio, ranked #28.

Corepath Wealth Partners first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $697K in Q4 2023. 836 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Corepath Wealth Partners held 5,112 shares of Vanguard Growth ETF worth $440K as of Q2 2026.
Corepath Wealth Partners bought 96 Vanguard Growth ETF shares in Q2 2026, an estimated $8.08K.
Vanguard Growth ETF made up 0.27% of Corepath Wealth Partners's portfolio in Q2 2026, its #28 holding.
Corepath Wealth Partners first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 23 quarters since.
Corepath Wealth Partners's Vanguard Growth ETF position peaked at $697K in Q4 2023.
836 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.