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Leeward Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Leeward Financial 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 		$22.1M Buy
256,418
+3,794
+2% +$319K 5.79% 1
2026
Q1 		$18.4M Sell
252,624
-10,536
-4% -$820K 5.47% 2
2025
Q4 		$21.4M Sell
263,160
-12,372
-4% -$1M 6.01% 2
2025
Q3 		$22M Buy
275,532
+1,950
+0.7% +$149K 6.27% 2
2025
Q2 		$20M Sell
273,582
-8,652
-3% -$570K 6.33% 2
2025
Q1 		$17.4M Buy
282,234
+5,244
+2% +$354K 6.52% 1
2024
Q4 		$18.9M Buy
276,990
+18,372
+7% +$1.23M 6.76% 1
2024
Q3 		$16.5M Buy
258,618
+4,806
+2% +$298K 6.24% 2
2024
Q2 		$15.8M Buy
253,812
+32,748
+15% +$1.91M 6.42% 2
2024
Q1 		$12.7M Sell
221,064
-198
-0.1% -$10.9K 5.36% 3
2023
Q4 		$11.5M Sell
221,262
-24,882
-10% -$1.2M 5.54% 2
2023
Q3 		$11.2M Buy
246,144
+46,584
+23% +$2.2M 6.18% 1
2023
Q2 		$9.41M Buy
199,560
+33,750
+20% +$1.46M 5.41% 2
2023
Q1 		$6.89M Buy
165,810
+5,076
+3% +$197K 4.22% 4
2022
Q4 		$5.71M Sell
160,734
-5,292
-3% -$195K 3.94% 3
2022
Q3 		$5.92M Buy
166,026
+228
+0.1% +$9.16K 4.24% 3
2022
Q2 		$6.16M Buy
165,798
+510
+0.3% +$21K 4.23% 3
2022
Q1 		$7.92M Buy
165,288
+25,182
+18% +$1.19M 4.89% 2
2021
Q4 		$7.49M Buy
+140,106
New +$7.3M 4.68% 2

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

Leeward Financial Partners's VUG Position: Q2 2026 in Review

Leeward Financial Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.5% in Q2 2026, buying an estimated $319K and bringing the position to 256,418 shares worth $22.1M. The position accounts for 5.79% of the portfolio, ranked #1.

Leeward Financial Partners first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Leeward Financial Partners held 256,418 shares of Vanguard Morningstar Growth ETF worth $22.1M as of Q2 2026.
  • Leeward Financial Partners bought 3,794 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $319K.
  • Vanguard Morningstar Growth ETF made up 5.79% of Leeward Financial Partners's portfolio in Q2 2026, its #1 holding.
  • Leeward Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.