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

Gateway 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	$8.08M	Sell	93,833 -50,707	-35%	-$4.27M	0.48%	46
2026 Q1	$10.5M	Buy	144,540 +42,222	+41%	+$3.28M	0.41%	60
2025 Q4	$8.32M	Buy	102,318 +6,666	+7%	+$541K	0.93%	22
2025 Q3	$7.65M	Buy	95,652 +79,122	+479%	+$6.05M	1.03%	21
2025 Q2	$1.21M	Buy	16,530 +324	+2%	+$21.3K	0.23%	105
2025 Q1	$1M	Buy	16,206 +2,370	+17%	+$160K	0.23%	110
2024 Q4	$947K	Buy	13,836 +2,958	+27%	+$199K	0.25%	99
2024 Q3	$696K	Buy	10,878 +5,856	+117%	+$363K	0.19%	114
2024 Q2	$313K	Buy	5,022 +150	+3%	+$8.75K	0.09%	196
2024 Q1	$280K	Sell	4,872 -162	-3%	-$8.91K	0.1%	179
2023 Q4	$261K	Sell	5,034 -3,144	-38%	-$152K	0.11%	172
2023 Q3	$371K	Buy	8,178 +1,398	+21%	+$66K	0.07%	158
2023 Q2	$320K	Buy	6,780 +864	+15%	+$37.5K	0.06%	176
2023 Q1	$246K	Sell	5,916 -96	-2%	-$3.73K	0.04%	186
2022 Q4	$214K	Buy	+6,012	New	+$221K	0.04%	184

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

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

Gateway Wealth Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 35% in Q2 2026, selling an estimated $4.27M and leaving 93,833 shares worth $8.08M. The position accounts for 0.48% of the portfolio, ranked #46.

Gateway Wealth Partners first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.5M in Q1 2026. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Gateway Wealth Partners held 93,833 shares of Vanguard Morningstar Growth ETF worth $8.08M as of Q2 2026.
Gateway Wealth Partners sold 50,707 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.27M.
Vanguard Morningstar Growth ETF made up 0.48% of Gateway Wealth Partners's portfolio in Q2 2026, its #46 holding.
Gateway Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
Gateway Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $10.5M in Q1 2026.
2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.