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Great Diamond Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Great Diamond 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 		$8.44M Sell
97,960
-170
-0.2% -$14.3K 1.45% 12
2026
Q1 		$7.14M Sell
98,130
-83,808
-46% -$6.52M 1.38% 15
2025
Q4 		$14.8M Sell
181,938
-5,724
-3% -$465K 2.85% 5
2025
Q3 		$15M Sell
187,662
-15,342
-8% -$1.17M 2.91% 6
2025
Q2 		$14.8M Buy
203,004
+138
+0.1% +$9.09K 3.13% 5
2025
Q1 		$12.5M Sell
202,866
-5,796
-3% -$391K 3.43% 4
2024
Q4 		$14.3M Sell
208,662
-5,430
-3% -$365K 3.69% 4
2024
Q3 		$13.7M Sell
214,092
-16,122
-7% -$999K 3.48% 4
2024
Q2 		$14.4M Sell
230,214
-4,536
-2% -$265K 3.37% 4
2024
Q1 		$13.5M Sell
234,750
-3,546
-1% -$195K 3.09% 5
2023
Q4 		$12.3M Sell
238,296
-726
-0.3% -$35K 3.04% 5
2023
Q3 		$10.8M Sell
239,022
-426
-0.2% -$20.1K 2.94% 5
2023
Q2 		$11.3M Buy
+239,448
New +$10.4M 2.98% 5
2020
Q4 		– Sell
-10,644
Closed -$403K – 187
2020
Q3 		$403K Sell
10,644
-684
-6% -$25.3K 0.15% 107
2020
Q2 		$381K Sell
11,328
-744
-6% -$22.9K 0.16% 99
2020
Q1 		$315K Buy
12,072
+732
+6% +$21.9K 0.16% 88
2019
Q4 		$344K Buy
+11,340
New +$327K 0.13% 99

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

Great Diamond Partners's VUG Position: Q2 2026 in Review

Great Diamond Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.17% in Q2 2026, selling an estimated $14.3K and leaving 97,960 shares worth $8.44M. The position accounts for 1.45% of the portfolio, ranked #12.

Great Diamond Partners first reported a position in VUG in Q4 2019 and has held it in 17 quarters since. The position peaked at $15M in Q3 2025. 2,895 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Great Diamond Partners held 97,960 shares of Vanguard Morningstar Growth ETF worth $8.44M as of Q2 2026.
  • Great Diamond Partners sold 170 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $14.3K.
  • Vanguard Morningstar Growth ETF made up 1.45% of Great Diamond Partners's portfolio in Q2 2026, its #12 holding.
  • Great Diamond Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 17 quarters since.
  • Great Diamond Partners's Vanguard Morningstar Growth ETF position peaked at $15M in Q3 2025.
  • 2,895 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.