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Henderson Brothers Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Henderson Brothers Financial 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 		– Sell
-3,396
Closed -$247K – 104
2026
Q1 		$247K Buy
+3,396
New +$264K 0.06% 93

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Henderson Brothers Financial Partners's VUG Position: Q2 2026 in Review

Henderson Brothers Financial Partners sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 3,396 shares — an estimated $247K sold.

Henderson Brothers Financial Partners first reported a position in VUG in Q1 2026 and held it in 1 quarter. The position peaked at $247K in Q1 2026. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Henderson Brothers Financial Partners reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Henderson Brothers Financial Partners sold 3,396 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $247K.
  • Henderson Brothers Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2026 and held it in 1 quarter.
  • Henderson Brothers Financial Partners's Vanguard Morningstar Growth ETF position peaked at $247K in Q1 2026.
  • 2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.