Madison Park Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Madison Park Capital Advisors’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	$10.5M	Buy	122,053 +3,733	+3%	+$314K	7.49%	2
2026 Q1	$8.61M	Sell	118,320 -3,144	-3%	-$245K	6.77%	2
2025 Q4	$9.88M	Buy	121,464 +762	+0.6%	+$61.8K	8.01%	2
2025 Q3	$9.65M	Sell	120,702 -1,956	-2%	-$149K	7.92%	2
2025 Q2	$8.96M	Sell	122,658 -11,694	-9%	-$770K	7.54%	1
2025 Q1	$8.3M	Buy	134,352 +2,238	+2%	+$151K	7.28%	2
2024 Q4	$9.04M	Sell	132,114 -27,924	-17%	-$1.88M	7.21%	2
2024 Q3	$10.2M	Buy	160,038 +4,476	+3%	+$277K	7.68%	2
2024 Q2	$9.7M	Buy	155,562 +47,094	+43%	+$2.75M	8.1%	2
2024 Q1	$6.22M	Buy	108,468 +4,074	+4%	+$224K	5.43%	7
2023 Q4	$5.41M	Buy	+104,394	New	+$5.04M	5.22%	7

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

Madison Park Capital Advisors's VUG Position: Q2 2026 in Review

Madison Park Capital Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.2% in Q2 2026, buying an estimated $314K and bringing the position to 122,053 shares worth $10.5M. The position accounts for 7.49% of the portfolio, ranked #2.

Madison Park Capital Advisors first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Madison Park Capital Advisors held 122,053 shares of Vanguard Morningstar Growth ETF worth $10.5M as of Q2 2026.
Madison Park Capital Advisors bought 3,733 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $314K.
Vanguard Morningstar Growth ETF made up 7.49% of Madison Park Capital Advisors's portfolio in Q2 2026, its #2 holding.
Madison Park Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Madison Park Capital Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.