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

Interchange 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
Q2 		$1.21M Sell
14,027
-1,063
-7% -$89.4K 0.23% 103
2026
Q1 		$933K Buy
15,090
+612
+4% +$47.6K 0.29% 81
2025
Q4 		$1.18M Sell
14,478
-36
-0.2% -$2.92K 0.22% 99
2025
Q3 		$1.16M Sell
14,514
-96
-0.7% -$7.34K 0.23% 87
2025
Q2 		$1.07M Sell
14,610
-480
-3% -$31.6K 0.25% 81
2025
Q1 		$933K Sell
15,090
-276
-2% -$18.6K 0.26% 81
2024
Q4 		$1.05M Sell
15,366
-12
-0.1% -$806 0.38% 73
2024
Q3 		$984K Sell
15,378
-2,106
-12% -$131K 0.35% 76
2024
Q2 		$1.09M Buy
17,484
+8,292
+90% +$484K 0.4% 66
2024
Q1 		$527K Sell
9,192
-5,274
-36% -$290K 0.36% 69
2023
Q4 		$744K Buy
14,466
+210
+1% +$10.1K 0.56% 47
2023
Q3 		$647K Hold
14,256
– – 0.51% 47
2023
Q2 		$672K Sell
14,256
-10,428
-42% -$452K 0.51% 50
2023
Q1 		$1.03M Buy
24,684
+16,008
+185% +$623K 0.56% 48
2022
Q4 		$308K Sell
8,676
-6,360
-42% -$234K 0.31% 76
2022
Q3 		$536K Sell
15,036
-690
-4% -$27.7K 0.59% 42
2022
Q2 		$584K Buy
15,726
+7,080
+82% +$291K 0.66% 40
2022
Q1 		$414K Buy
8,646
+708
+9% +$33.5K 0.43% 83
2021
Q4 		$424K Sell
7,938
-13,002
-62% -$677K 0.43% 77
2021
Q3 		$1.01M Sell
20,940
-1,944
-8% -$96.7K 1.69% 17
2021
Q2 		$1.09M Sell
22,884
-12,378
-35% -$562K 1.69% 18
2021
Q1 		$1.89M Buy
35,262
+168
+0.5% +$7.19K 1.03% 15
2020
Q4 		$1.48M Buy
+35,094
New +$1.4M 0.8% 23

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

Interchange Capital Partners's VUG Position: Q2 2026 in Review

Interchange Capital Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 7% in Q2 2026, selling an estimated $89.4K and leaving 14,027 shares worth $1.21M. The position accounts for 0.23% of the portfolio, ranked #103.

Interchange Capital Partners first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.89M in Q1 2021. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Interchange Capital Partners held 14,027 shares of Vanguard Morningstar Growth ETF worth $1.21M as of Q2 2026.
  • Interchange Capital Partners sold 1,063 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $89.4K.
  • Vanguard Morningstar Growth ETF made up 0.23% of Interchange Capital Partners's portfolio in Q2 2026, its #103 holding.
  • Interchange Capital Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Interchange Capital Partners's Vanguard Morningstar Growth ETF position peaked at $1.89M in Q1 2021.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.