Elm Partners Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Elm Partners Management’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	$1.96M	Buy	22,697 +2,531	+13%	+$213K	0.07%	60
2026 Q1	$235K	Buy	20,166 +5,682	+39%	+$442K	0.01%	147
2025 Q4	$1.18M	Buy	14,484 +4,266	+42%	+$346K	0.05%	66
2025 Q3	$817K	Buy	+10,218	New	+$781K	0.04%	77

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

Elm Partners Management's VUG Position: Q2 2026 in Review

Elm Partners Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 13% in Q2 2026, buying an estimated $213K and bringing the position to 22,697 shares worth $1.96M. The position accounts for 0.07% of the portfolio, ranked #60.

Elm Partners Management first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Elm Partners Management held 22,697 shares of Vanguard Morningstar Growth ETF worth $1.96M as of Q2 2026.
Elm Partners Management bought 2,531 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $213K.
Vanguard Morningstar Growth ETF made up 0.07% of Elm Partners Management's portfolio in Q2 2026, its #60 holding.
Elm Partners Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.