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Essential Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Essential 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 		$51.7K Hold
600
– – 0.02% 608
2026
Q1 		$43.7K Hold
600
– – 0.01% 631
2025
Q4 		$48.8K Hold
600
– – 0.02% 610
2025
Q3 		$48K Hold
600
– – 0.02% 601
2025
Q2 		$43.8K Buy
+600
New +$39.5K 0.02% 500

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 22.9% 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

Essential Partners's VUG Position: Q2 2026 in Review

Essential Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 600 shares worth $51.7K. The position accounts for 0.02% of the portfolio, ranked #608.

Essential Partners first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Essential Partners held 600 shares of Vanguard Morningstar Growth ETF worth $51.7K as of Q2 2026.
  • Essential Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.02% of Essential Partners's portfolio in Q2 2026, its #608 holding.
  • Essential Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.