Liberty Square Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Liberty Square Wealth 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	$443K	Hold	5,142	–	–	0.11%	80
2026 Q1	$374K	Hold	5,142	–	–	0.1%	93
2025 Q4	$418K	Sell	5,142 -786	-13%	-$63.8K	0.12%	86
2025 Q3	$474K	Sell	5,928 -288	-5%	-$22K	0.15%	81
2025 Q2	$454K	Sell	6,216 -330	-5%	-$21.7K	0.16%	82
2025 Q1	$405K	Sell	6,546 -450	-6%	-$30.3K	0.15%	87
2024 Q4	$499K	Buy	+6,996	New	+$470K	0.18%	80

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

Liberty Square Wealth Partners's VUG Position: Q2 2026 in Review

Liberty Square Wealth Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 5,142 shares worth $443K. The position accounts for 0.11% of the portfolio, ranked #80.

Liberty Square Wealth Partners first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $499K in Q4 2024. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Liberty Square Wealth Partners held 5,142 shares of Vanguard Morningstar Growth ETF worth $443K as of Q2 2026.
Liberty Square Wealth Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.11% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #80 holding.
Liberty Square Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $499K in Q4 2024.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.