Daymark Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Daymark 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	$3.25M	Sell	37,728 -22,380	-37%	-$1.88M	0.08%	185
2026 Q1	$4.38M	Sell	60,108 -180	-0.3%	-$14K	0.14%	130
2025 Q4	$4.9M	Buy	60,288 +16,884	+39%	+$1.37M	0.16%	116
2025 Q3	$3.47M	Sell	43,404 -2,016	-4%	-$154K	0.12%	145
2025 Q2	$3.32M	Buy	45,420 +276	+0.6%	+$18.2K	0.13%	140
2025 Q1	$2.79M	Sell	45,144 -15,132	-25%	-$1.02M	0.12%	140
2024 Q4	$4.12M	Sell	60,276 -2,022	-3%	-$136K	0.17%	105
2024 Q3	$3.99M	Sell	62,298 -2,538	-4%	-$157K	0.17%	113
2024 Q2	$4.04M	Buy	64,836 +51,408	+383%	+$3M	0.19%	103
2024 Q1	$770K	Buy	13,428 +162	+1%	+$8.91K	0.04%	225
2023 Q4	$687K	Buy	13,266 +234	+2%	+$11.3K	0.04%	225
2023 Q3	$591K	Buy	13,032 +4,998	+62%	+$236K	0.04%	221
2023 Q2	$379K	Buy	+8,034	New	+$348K	0.03%	269

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

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

Daymark Wealth Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 37% in Q2 2026, selling an estimated $1.88M and leaving 37,728 shares worth $3.25M. The position accounts for 0.08% of the portfolio, ranked #185.

Daymark Wealth Partners first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.9M in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Daymark Wealth Partners held 37,728 shares of Vanguard Morningstar Growth ETF worth $3.25M as of Q2 2026.
Daymark Wealth Partners sold 22,380 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.88M.
Vanguard Morningstar Growth ETF made up 0.08% of Daymark Wealth Partners's portfolio in Q2 2026, its #185 holding.
Daymark Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
Daymark Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $4.9M in Q4 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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