EWP
VUG icon

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

Equity 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 		$1.99M Buy
23,053
+325
+1% +$27.3K 0.71% 30
2026
Q1 		$1.65M Buy
22,728
+564
+3% +$43.9K 1.07% 21
2025
Q4 		$1.8M Sell
22,164
-5,646
-20% -$458K 1.17% 19
2025
Q3 		$2.22M Buy
+27,810
New +$2.13M 1.8% 14

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

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

Equity Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q2 2026, buying an estimated $27.3K and bringing the position to 23,053 shares worth $1.99M. The position accounts for 0.71% of the portfolio, ranked #30.

Equity Wealth Partners first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.22M in Q3 2025. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Equity Wealth Partners held 23,053 shares of Vanguard Morningstar Growth ETF worth $1.99M as of Q2 2026.
  • Equity Wealth Partners bought 325 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $27.3K.
  • Vanguard Morningstar Growth ETF made up 0.71% of Equity Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • Equity Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Equity Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $2.22M in Q3 2025.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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