Indie Asset Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Indie Asset 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	$885K	Buy	10,277 +881	+9%	+$74.1K	0.85%	30
2026 Q1	$684K	Buy	9,396 +1,200	+15%	+$93.4K	0.78%	32
2025 Q4	$666K	Buy	8,196 +2,676	+48%	+$217K	0.74%	36
2025 Q3	$441K	Buy	5,520 +858	+18%	+$65.6K	0.59%	42
2025 Q2	$341K	Buy	+4,662	New	+$307K	0.62%	38
2025 Q1	–	Sell	-3,120	Closed	-$213K	–	118
2024 Q4	$213K	Buy	+3,120	New	+$210K	0.17%	108
2020 Q4	–	Sell	-6,282	Closed	-$238K	–	116
2020 Q3	$238K	Buy	+6,282	New	+$232K	0.3%	79

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

Indie Asset Partners's VUG Position: Q2 2026 in Review

Indie Asset Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 9.4% in Q2 2026, buying an estimated $74.1K and bringing the position to 10,277 shares worth $885K. The position accounts for 0.85% of the portfolio, ranked #30.

Indie Asset Partners first reported a position in VUG in Q3 2020 and has held it in 7 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Indie Asset Partners held 10,277 shares of Vanguard Morningstar Growth ETF worth $885K as of Q2 2026.
Indie Asset Partners bought 881 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $74.1K.
Vanguard Morningstar Growth ETF made up 0.85% of Indie Asset Partners's portfolio in Q2 2026, its #30 holding.
Indie Asset Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 7 quarters since.
2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.