Impact Partnership Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Impact Partnership Wealth’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	$24.8M	Sell	287,764 -133,400	-32%	-$11.2M	2.41%	8
2026 Q1	$30.7M	Buy	421,164 +166,782	+66%	+$13M	3.79%	6
2025 Q4	$20.7M	Buy	254,382 +18,894	+8%	+$1.53M	2.65%	11
2025 Q3	$18.8M	Sell	235,488 -79,410	-25%	-$6.07M	2.8%	8
2025 Q2	$23M	Buy	314,898 +102,222	+48%	+$6.73M	4.24%	6
2025 Q1	$13.1M	Buy	212,676 +10,278	+5%	+$693K	2.81%	10
2024 Q4	$13.8M	Sell	202,398 -36,066	-15%	-$2.42M	2.79%	8
2024 Q3	$15.3M	Buy	238,464 +72,612	+44%	+$4.5M	3.44%	7
2024 Q2	$10.3M	Buy	165,852 +13,086	+9%	+$763K	2.72%	7
2024 Q1	$8.76M	Sell	152,766 -11,514	-7%	-$633K	3.47%	6
2023 Q4	$8.51M	Sell	164,280 -21,756	-12%	-$1.05M	3.11%	5
2023 Q3	$8.44M	Sell	186,036 -986,922	-84%	-$46.6M	2.63%	6
2023 Q2	$55.3M	Buy	+1,172,958	New	+$50.9M	19.22%	1

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Impact Partnership Wealth's VUG Position: Q2 2026 in Review

Impact Partnership Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 32% in Q2 2026, selling an estimated $11.2M and leaving 287,764 shares worth $24.8M. The position accounts for 2.41% of the portfolio, ranked #8.

Impact Partnership Wealth first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. The position peaked at $55.3M in Q2 2023. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Impact Partnership Wealth held 287,764 shares of Vanguard Morningstar Growth ETF worth $24.8M as of Q2 2026.
Impact Partnership Wealth sold 133,400 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $11.2M.
Vanguard Morningstar Growth ETF made up 2.41% of Impact Partnership Wealth's portfolio in Q2 2026, its #8 holding.
Impact Partnership Wealth first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
Impact Partnership Wealth's Vanguard Morningstar Growth ETF position peaked at $55.3M in Q2 2023.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.