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

EnRich 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 		$5.92M Sell
68,670
-816
-1% -$68.7K 1.41% 21
2026
Q1 		$5.06M Buy
69,486
+642
+0.9% +$49.9K 1.34% 20
2025
Q4 		$5.6M Sell
68,844
-984
-1% -$79.9K 1.53% 19
2025
Q3 		$5.58M Buy
69,828
+2,346
+3% +$179K 1.59% 19
2025
Q2 		$4.93M Sell
67,482
-4,674
-6% -$308K 1.51% 19
2025
Q1 		$4.46M Sell
72,156
-1,038
-1% -$70K 1.5% 17
2024
Q4 		$5.01M Sell
73,194
-2,010
-3% -$135K 1.67% 17
2024
Q3 		$4.81M Buy
75,204
+258
+0.3% +$16K 1.61% 17
2024
Q2 		$4.67M Sell
74,946
-3,042
-4% -$177K 1.71% 17
2024
Q1 		$4.47M Buy
77,988
+5,916
+8% +$325K 1.68% 17
2023
Q4 		$3.73M Buy
+72,072
New +$3.48M 1.56% 18

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

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

EnRich Financial Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.2% in Q2 2026, selling an estimated $68.7K and leaving 68,670 shares worth $5.92M. The position accounts for 1.41% of the portfolio, ranked #21.

EnRich Financial Partners first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • EnRich Financial Partners held 68,670 shares of Vanguard Morningstar Growth ETF worth $5.92M as of Q2 2026.
  • EnRich Financial Partners sold 816 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $68.7K.
  • Vanguard Morningstar Growth ETF made up 1.41% of EnRich Financial Partners's portfolio in Q2 2026, its #21 holding.
  • EnRich Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.