Impact Capital Partners
VUG icon

Impact Capital Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Impact Capital 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
Q3 		$588K Sell
6,529
-64
-1% -$5.6K 0.16% 120
2026
Q2 		$568K Sell
6,593
-3,079
-32% -$259K 0.15% 127
2026
Q1 		$704K Buy
9,672
+2,292
+31% +$178K 0.21% 95
2025
Q4 		$600K Buy
+7,380
New +$599K 0.18% 117

Other funds holding VUG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Impact Capital Partners's VUG Position: Q3 2026 in Review

Impact Capital Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.97% in Q3 2026, selling an estimated $5.6K and leaving 6,529 shares worth $588K. The position accounts for 0.16% of the portfolio, ranked #120.

Impact Capital Partners first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. The position peaked at $704K in Q1 2026. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Impact Capital Partners held 6,529 shares of Vanguard Morningstar Growth ETF worth $588K as of Q3 2026.
  • Impact Capital Partners sold 64 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $5.6K.
  • Vanguard Morningstar Growth ETF made up 0.16% of Impact Capital Partners's portfolio in Q3 2026, its #120 holding.
  • Impact Capital Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Impact Capital Partners's Vanguard Morningstar Growth ETF position peaked at $704K in Q1 2026.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Impact Capital Partners's 13F filing for Q3 2026, filed 22 Oct 2026.