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

Gen-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 		$339K Buy
3,939
+21
+0.5% +$1.77K 0.09% 185
2026
Q1 		$285K Hold
3,918
– – 0.09% 214
2025
Q4 		$318K Buy
3,918
+36
+0.9% +$2.92K 0.1% 206
2025
Q3 		$310K Buy
3,882
+24
+0.6% +$1.83K 0.1% 196
2025
Q2 		$282K Buy
3,858
+462
+14% +$30.4K 0.11% 179
2025
Q1 		$210K Sell
3,396
-84
-2% -$5.66K 0.09% 204
2024
Q4 		$238K Buy
3,480
+114
+3% +$7.66K 0.1% 192
2024
Q3 		$221K Buy
3,366
+3,138
+1,376% +$195K 0.1% 207
2024
Q2 		$14.2K Hold
228
– – 0.01% 445
2024
Q1 		$13.1K Buy
+228
New +$12.5K 0.01% 440

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

Gen-Wealth Partners's VUG Position: Q2 2026 in Review

Gen-Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.54% in Q2 2026, buying an estimated $1.77K and bringing the position to 3,939 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #185.

Gen-Wealth Partners first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Gen-Wealth Partners held 3,939 shares of Vanguard Morningstar Growth ETF worth $339K as of Q2 2026.
  • Gen-Wealth Partners bought 21 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.77K.
  • Vanguard Morningstar Growth ETF made up 0.09% of Gen-Wealth Partners's portfolio in Q2 2026, its #185 holding.
  • Gen-Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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