Investment Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Investment 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	$522K	Buy	6,065 +743	+14%	+$62.5K	0.16%	112
2026 Q1	$388K	Buy	5,322 +804	+18%	+$62.5K	0.14%	122
2025 Q4	$368K	Sell	4,518 -18	-0.4%	-$1.46K	0.13%	120
2025 Q3	$363K	Buy	4,536 +30	+0.7%	+$2.29K	0.13%	120
2025 Q2	$329K	Hold	4,506	–	–	0.12%	127
2025 Q1	$279K	Hold	4,506	–	–	0.12%	133
2024 Q4	$308K	Buy	4,506 +6	+0.1%	+$403	0.13%	124
2024 Q3	$288K	Buy	4,500 +6	+0.1%	+$372	0.12%	126
2024 Q2	$280K	Hold	4,494	–	–	0.13%	123
2024 Q1	$258K	Buy	4,494 +6	+0.1%	+$330	0.12%	128
2023 Q4	$232K	Sell	4,488 -30	-0.7%	-$1.45K	0.11%	127
2023 Q3	$205K	Buy	+4,518	New	+$213K	0.11%	131

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

Investment Partners's VUG Position: Q2 2026 in Review

Investment Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 14% in Q2 2026, buying an estimated $62.5K and bringing the position to 6,065 shares worth $522K. The position accounts for 0.16% of the portfolio, ranked #112.

Investment Partners first reported a position in VUG in Q3 2023 and has held it in 12 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Investment Partners held 6,065 shares of Vanguard Morningstar Growth ETF worth $522K as of Q2 2026.
Investment Partners bought 743 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $62.5K.
Vanguard Morningstar Growth ETF made up 0.16% of Investment Partners's portfolio in Q2 2026, its #112 holding.
Investment Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.