EIP
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Easterly Investment Partners’s Vanguard Growth ETF VUG Stock Holding History

Easterly Investment 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 		$1.75M Sell
20,268
-83,520
-80% -$7.03M 0.09% 161
2026
Q1 		$1.26M Buy
103,788
+81,990
+376% +$6.38M 0.1% 106
2025
Q4 		$1.77M Hold
21,798
– – 0.11% 126
2025
Q3 		$1.74M Hold
21,798
– – 0.12% 125
2025
Q2 		$1.59M Hold
21,798
– – 0.11% 125
2025
Q1 		$1.35M Sell
21,798
-11,904
-35% -$803K 0.11% 125
2024
Q4 		$2.31M Hold
33,702
– – 0.18% 109
2024
Q3 		$2.16M Hold
33,702
– – 0.17% 109
2024
Q2 		$2.1M Sell
33,702
-828
-2% -$48.3K 0.18% 106
2024
Q1 		$1.98M Sell
34,530
-6
-0% -$330 0.15% 122
2023
Q4 		$1.79M Hold
34,536
– – 0.19% 116
2023
Q3 		$1.57M Hold
34,536
– – 0.17% 110
2023
Q2 		$1.63M Sell
34,536
-48
-0.1% -$2.08K 0.14% 121
2023
Q1 		$1.44M Hold
34,584
– – 0.13% 125
2022
Q4 		$1.23M Buy
34,584
+6
+0% +$221 0.11% 130
2022
Q3 		$1.23M Hold
34,578
– – 0.12% 127
2022
Q2 		$1.28M Buy
+34,578
New +$1.42M 0.11% 125
2022
Q1 		– Sell
-34,800
Closed -$1.86M – 206
2021
Q4 		$1.86M Buy
+34,800
New +$1.81M 0.14% 115

Other funds holding VUG

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Easterly Investment Partners's VUG Position: Q2 2026 in Review

Easterly Investment Partners reduced its Vanguard Growth ETF (VUG) stake by 80% in Q2 2026, selling an estimated $7.03M and leaving 20,268 shares worth $1.75M. The position accounts for 0.09% of the portfolio, ranked #161.

Easterly Investment Partners first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.31M in Q4 2024. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Easterly Investment Partners held 20,268 shares of Vanguard Growth ETF worth $1.75M as of Q2 2026.
  • Easterly Investment Partners sold 83,520 Vanguard Growth ETF shares in Q2 2026, an estimated $7.03M.
  • Vanguard Growth ETF made up 0.09% of Easterly Investment Partners's portfolio in Q2 2026, its #161 holding.
  • Easterly Investment Partners first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Easterly Investment Partners's Vanguard Growth ETF position peaked at $2.31M in Q4 2024.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.