Creekside Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Creekside 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	$496K	Sell	5,759 -67	-1%	-$5.64K	0.18%	113
2026 Q1	$424K	Sell	5,826 -24	-0.4%	-$1.87K	0.17%	114
2025 Q4	$476K	Sell	5,850 -114	-2%	-$9.25K	0.2%	103
2025 Q3	$477K	Buy	5,964 +6	+0.1%	+$458	0.21%	103
2025 Q2	$435K	Buy	5,958 +606	+11%	+$39.9K	0.21%	102
2025 Q1	$331K	Sell	5,352 -366	-6%	-$24.7K	0.17%	123
2024 Q4	$391K	Sell	5,718 -228	-4%	-$15.3K	0.2%	110
2024 Q3	$380K	Buy	5,946 +84	+1%	+$5.21K	0.2%	117
2024 Q2	$365K	Buy	+5,862	New	+$342K	0.2%	113

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

Creekside Partners's VUG Position: Q2 2026 in Review

Creekside Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.2% in Q2 2026, selling an estimated $5.64K and leaving 5,759 shares worth $496K. The position accounts for 0.18% of the portfolio, ranked #113.

Creekside Partners first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Creekside Partners held 5,759 shares of Vanguard Morningstar Growth ETF worth $496K as of Q2 2026.
Creekside Partners sold 67 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.64K.
Vanguard Morningstar Growth ETF made up 0.18% of Creekside Partners's portfolio in Q2 2026, its #113 holding.
Creekside Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.