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

Curated 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 		– Sell
-2,952
Closed -$215K – 894
2026
Q1 		$215K Sell
2,952
-5,676
-66% -$442K 0.03% 207
2025
Q4 		$702K Hold
8,628
– – 0.08% 92
2025
Q3 		$690K Hold
8,628
– – 0.08% 77
2025
Q2 		$630K Hold
8,628
– – 0.07% 82
2025
Q1 		$533K Buy
8,628
+1,440
+20% +$97.1K 0.07% 84
2024
Q4 		$492K Buy
7,188
+2,112
+42% +$142K 0.06% 87
2024
Q3 		$325K Buy
5,076
+222
+5% +$13.8K 0.04% 102
2024
Q2 		$303K Buy
+4,854
New +$283K 0.04% 111
2024
Q1 		– Sell
-4,854
Closed -$267K – 267
2023
Q4 		$252K Hold
4,854
– – 0.04% 127
2023
Q3 		$220K Hold
4,854
– – 0.04% 121
2023
Q2 		$229K Hold
4,854
– – 0.04% 118
2023
Q1 		$202K Buy
+4,854
New +$189K 0.05% 125

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
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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BB
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

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

Curated Wealth Partners sold out of Vanguard Growth ETF (VUG) in Q2 2026, closing a stake of 2,952 shares — an estimated $215K sold.

Curated Wealth Partners first reported a position in VUG in Q1 2023 and held it in 12 quarters. The position peaked at $702K in Q4 2025. 1,183 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Curated Wealth Partners reported no remaining Vanguard Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 2,952 Vanguard Growth ETF shares in Q2 2026, an estimated $215K.
  • Curated Wealth Partners first reported a position in Vanguard Growth ETF in Q1 2023 and held it in 12 quarters.
  • Curated Wealth Partners's Vanguard Growth ETF position peaked at $702K in Q4 2025.
  • 1,183 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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