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Golden State Equity Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Golden State Equity 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 		$26.4K Sell
306
-48,492
-99% -$4.08M 0.07% 150
2026
Q1 		$3.55M Buy
48,798
+15,840
+48% +$1.23M 0.27% 78
2025
Q4 		$2.68M Buy
32,958
+2,922
+10% +$237K 0.43% 39
2025
Q3 		$2.4M Buy
30,036
+954
+3% +$72.9K 0.4% 46
2025
Q2 		$2.12M Sell
29,082
-822
-3% -$54.1K 0.39% 55
2025
Q1 		$1.85M Buy
29,904
+14,142
+90% +$954K 0.37% 63
2024
Q4 		$1.08M Buy
15,762
+10,776
+216% +$724K 0.21% 122
2024
Q3 		$319K Sell
4,986
-11,070
-69% -$686K 0.17% 137
2024
Q2 		$1M Buy
+16,056
New +$936K 0.21% 119
2023
Q4 		$592K Buy
11,430
+4,584
+67% +$221K 0.14% 159
2023
Q3 		$311K Buy
6,846
+522
+8% +$24.7K 0.09% 248
2023
Q2 		$298K Sell
6,324
-342
-5% -$14.8K 0.08% 274
2023
Q1 		$277K Buy
+6,666
New +$259K 0.15% 159

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Golden State Equity Partners's VUG Position: Q2 2026 in Review

Golden State Equity Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 99% in Q2 2026, selling an estimated $4.08M and leaving 306 shares worth $26.4K. The position accounts for 0.07% of the portfolio, ranked #150.

Golden State Equity Partners first reported a position in VUG in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.55M in Q1 2026. 1,741 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Golden State Equity Partners held 306 shares of Vanguard Morningstar Growth ETF worth $26.4K as of Q2 2026.
  • Golden State Equity Partners sold 48,492 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.08M.
  • Vanguard Morningstar Growth ETF made up 0.07% of Golden State Equity Partners's portfolio in Q2 2026, its #150 holding.
  • Golden State Equity Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • Golden State Equity Partners's Vanguard Morningstar Growth ETF position peaked at $3.55M in Q1 2026.
  • 1,741 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.