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

Financial Advisory 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	$40.6M	Buy	471,062 +12,404	+3%	+$1.04M	10.6%	2
2026 Q1	$33.4M	Buy	458,658 +38,412	+9%	+$2.99M	9.44%	2
2025 Q4	$34.2M	Buy	420,246 +1,530	+0.4%	+$124K	9.64%	2
2025 Q3	$33.5M	Buy	418,716 +14,700	+4%	+$1.12M	9.78%	2
2025 Q2	$29.5M	Buy	404,016 +5,862	+1%	+$386K	9.28%	2
2025 Q1	$24.6M	Sell	398,154 -32,346	-8%	-$2.18M	8.23%	2
2024 Q4	$29.4M	Buy	430,500 +7,968	+2%	+$535K	9.78%	2
2024 Q3	$27M	Buy	422,532 +8,628	+2%	+$535K	8.98%	2
2024 Q2	$25.8M	Sell	413,904 -25,242	-6%	-$1.47M	9.65%	2
2024 Q1	$25.2M	Sell	439,146 -94,404	-18%	-$5.19M	9.73%	2
2023 Q4	$27.6M	Buy	533,550 +15,744	+3%	+$760K	10.05%	1
2023 Q3	$23.5M	Buy	517,806 +2,100	+0.4%	+$99.2K	9.47%	1
2023 Q2	$24.3M	Sell	515,706 -8,214	-2%	-$356K	9.36%	1
2023 Q1	$21.8M	Sell	523,920 -5,988	-1%	-$233K	8.62%	1
2022 Q4	$18.8M	Sell	529,908 -9,522	-2%	-$350K	7.76%	2
2022 Q3	$19.2M	Buy	539,430 +8,190	+2%	+$329K	8.37%	1
2022 Q2	$19.7M	Buy	531,240 +32,400	+6%	+$1.33M	8.15%	1
2022 Q1	$23.9M	Buy	498,840 +75,624	+18%	+$3.58M	8.84%	1
2021 Q4	$22.6M	Buy	+423,216	New	+$22M	8.26%	1

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

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

Financial Advisory Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.7% in Q2 2026, buying an estimated $1.04M and bringing the position to 471,062 shares worth $40.6M. The position accounts for 10.6% of the portfolio, ranked #2.

Financial Advisory Partners first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Financial Advisory Partners held 471,062 shares of Vanguard Morningstar Growth ETF worth $40.6M as of Q2 2026.
Financial Advisory Partners bought 12,404 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.04M.
Vanguard Morningstar Growth ETF made up 10.6% of Financial Advisory Partners's portfolio in Q2 2026, its #2 holding.
Financial Advisory Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.