Curated Wealth Partners’s Vanguard Morningstar 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	$254K	Hold	2,952	–	–	0.03%	198
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

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

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

Curated Wealth Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 2,952 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #198.

Curated Wealth Partners first reported a position in VUG in Q1 2023 and has held it in 13 quarters since. The position peaked at $702K in Q4 2025. 2,891 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Curated Wealth Partners held 2,952 shares of Vanguard Morningstar Growth ETF worth $254K as of Q2 2026.
Curated Wealth Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #198 holding.
Curated Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 13 quarters since.
Curated Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $702K in Q4 2025.
2,891 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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