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Curran Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Curran Financial 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 		$29.1M Buy
338,321
+52,943
+19% +$4.45M 4.34% 6
2026
Q1 		$20.8M Buy
285,378
+40,632
+17% +$3.16M 3.72% 8
2025
Q4 		$19.9M Buy
244,746
+29,256
+14% +$2.37M 3.78% 7
2025
Q3 		$17.2M Buy
215,490
+30,264
+16% +$2.31M 3.41% 7
2025
Q2 		$13.5M Buy
185,226
+34,296
+23% +$2.26M 2.99% 11
2025
Q1 		$9.33M Buy
150,930
+40,638
+37% +$2.74M 2.29% 14
2024
Q4 		$7.54M Buy
110,292
+21,984
+25% +$1.48M 1.98% 15
2024
Q3 		$5.65M Buy
88,308
+534
+0.6% +$33.1K 1.6% 21
2024
Q2 		$5.47M Sell
87,774
-1,266
-1% -$73.8K 1.83% 17
2024
Q1 		$5.11M Sell
89,040
-1,578
-2% -$86.8K 1.78% 18
2023
Q4 		$4.87M Sell
90,618
-7,260
-7% -$350K 1.87% 17
2023
Q3 		$4.44M Buy
97,878
+1,428
+1% +$67.4K 1.94% 17
2023
Q2 		$4.55M Sell
96,450
-3,132
-3% -$136K 1.98% 17
2023
Q1 		$4.14M Buy
99,582
+618
+0.6% +$24K 1.96% 19
2022
Q4 		$3.52M Sell
98,964
-178,326
-64% -$6.56M 1.7% 21
2022
Q3 		$9.89M Sell
277,290
-14,364
-5% -$577K 5.01% 7
2022
Q2 		$10.8M Buy
291,654
+40,032
+16% +$1.64M 5.11% 8
2022
Q1 		$12.1M Sell
251,622
-12,684
-5% -$600K 4.96% 4
2021
Q4 		$14.1M Sell
264,306
-17,994
-6% -$937K 6% 5
2021
Q3 		$13.7M Sell
282,300
-732
-0.3% -$36.4K 6.98% 2
2021
Q2 		$13.5M Buy
283,032
+30,108
+12% +$1.37M 7.44% 2
2021
Q1 		$10.8M Buy
252,924
+13,344
+6% +$571K 7.78% 4
2020
Q4 		$10.1M Buy
+239,580
New +$9.56M 8.67% 1

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Curran Financial Partners's VUG Position: Q2 2026 in Review

Curran Financial Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 19% in Q2 2026, buying an estimated $4.45M and bringing the position to 338,321 shares worth $29.1M. The position accounts for 4.34% of the portfolio, ranked #6.

Curran Financial Partners first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Curran Financial Partners held 338,321 shares of Vanguard Morningstar Growth ETF worth $29.1M as of Q2 2026.
  • Curran Financial Partners bought 52,943 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.45M.
  • Vanguard Morningstar Growth ETF made up 4.34% of Curran Financial Partners's portfolio in Q2 2026, its #6 holding.
  • Curran Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.