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Focus Partners Advisor Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Focus Partners Advisor Solutions’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 		$23M Buy
266,619
+37,455
+16% +$3.15M 0.19% 62
2026
Q1 		$16.7M Sell
229,164
-14,322
-6% -$1.11M 0.17% 71
2025
Q4 		$19.8M Buy
243,486
+18,330
+8% +$1.49M 0.24% 61
2025
Q3 		$18.3M Sell
225,156
-15,594
-6% -$1.19M 0.21% 71
2025
Q2 		$17.6M Buy
240,750
+192
+0.1% +$12.6K 0.23% 58
2025
Q1 		$14.9M Buy
240,558
+16,176
+7% +$1.09M 0.23% 60
2024
Q4 		$15.3M Buy
224,382
+17,472
+8% +$1.17M 0.26% 52
2024
Q3 		$13.2M Sell
206,910
-9,234
-4% -$572K 0.28% 47
2024
Q2 		$13.5M Buy
216,144
+8,100
+4% +$472K 0.35% 42
2024
Q1 		$11.9M Buy
208,044
+157,266
+310% +$8.65M 0.35% 36
2023
Q4 		$2.63M Buy
50,778
+2,478
+5% +$120K 0.13% 82
2023
Q3 		$2.19M Buy
48,300
+5,484
+13% +$259K 0.11% 91
2023
Q2 		$2.02M Sell
42,816
-5,058
-11% -$219K 0.11% 86
2023
Q1 		$1.99M Buy
47,874
+10,164
+27% +$395K 0.13% 75
2022
Q4 		$1.34M Buy
37,710
+858
+2% +$31.6K 0.1% 108
2022
Q3 		$1.31M Buy
36,852
+4,728
+15% +$190K 0.08% 122
2022
Q2 		$1.19M Buy
32,124
+4,650
+17% +$191K 0.1% 99
2022
Q1 		$1.32M Buy
+27,474
New +$1.3M 0.13% 97

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

Focus Partners Advisor Solutions's VUG Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Vanguard Morningstar Growth ETF (VUG) stake by 16% in Q2 2026, buying an estimated $3.15M and bringing the position to 266,619 shares worth $23M. The position accounts for 0.19% of the portfolio, ranked #62.

Focus Partners Advisor Solutions first reported a position in VUG in Q1 2022 and has held it in 18 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Focus Partners Advisor Solutions held 266,619 shares of Vanguard Morningstar Growth ETF worth $23M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 37,455 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.15M.
  • Vanguard Morningstar Growth ETF made up 0.19% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #62 holding.
  • Focus Partners Advisor Solutions first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.