DWP
VUG icon

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

Destiny 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 		$43.8M Sell
513,656
-29,116
-5% -$2.45M 6.17% 1
2026
Q1 		$39.5M Buy
542,772
+6,912
+1% +$538K 4.32% 2
2025
Q4 		$43.5M Buy
535,860
+34,110
+7% +$2.77M 4.99% 1
2025
Q3 		$40.1M Buy
501,750
+7,206
+1% +$551K 4.91% 2
2025
Q2 		$36.1M Hold
494,544
– – 4.86% 2
2025
Q1 		$30.6M Buy
494,544
+51,978
+12% +$3.5M 4.85% 2
2024
Q4 		$30.3M Buy
442,566
+690
+0.2% +$46.4K 4.95% 1
2024
Q3 		$28.3M Sell
441,876
-4,602
-1% -$285K 4.96% 1
2024
Q2 		$27.8M Buy
446,478
+175,542
+65% +$10.2M 5% 1
2024
Q1 		$15.5M Sell
270,936
-39,204
-13% -$2.16M 2.79% 7
2023
Q4 		$15.6M Buy
310,140
+12,834
+4% +$619K 2.92% 6
2023
Q3 		$13.5M Buy
297,306
+17,700
+6% +$836K 2.72% 5
2023
Q2 		$13.4M Buy
279,606
+62,952
+29% +$2.73M 2.56% 8
2023
Q1 		$9.01M Buy
216,654
+19,248
+10% +$749K 1.86% 15
2022
Q4 		$7.01M Buy
197,406
+181,470
+1,139% +$6.68M 1.52% 22
2022
Q3 		$568K Hold
15,936
– – 0.13% 90
2022
Q2 		$592K Sell
15,936
-1,068
-6% -$43.9K 0.13% 86
2022
Q1 		$815K Hold
17,004
– – 0.16% 80
2021
Q4 		$909K Hold
17,004
– – 0.18% 83
2021
Q3 		$822K Buy
17,004
+666
+4% +$33.1K 0.17% 84
2021
Q2 		$781K Sell
16,338
-5,604
-26% -$254K 0.15% 97
2021
Q1 		$940K Hold
21,942
– – 0.2% 79
2020
Q4 		$926K Buy
+21,942
New +$876K 0.19% 77

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Destiny Wealth Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 5.4% in Q2 2026, selling an estimated $2.45M and leaving 513,656 shares worth $43.8M. The position accounts for 6.17% of the portfolio, ranked #1.

Destiny Wealth Partners first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,316 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Destiny Wealth Partners held 513,656 shares of Vanguard Morningstar Growth ETF worth $43.8M as of Q2 2026.
  • Destiny Wealth Partners sold 29,116 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.45M.
  • Vanguard Morningstar Growth ETF made up 6.17% of Destiny Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Destiny Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,316 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.