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

McDonald 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 		$344K Hold
3,996
– – 0.08% 181
2026
Q1 		$291K Sell
3,996
-138
-3% -$10.7K 0.07% 187
2025
Q4 		$336K Sell
4,134
-378
-8% -$30.7K 0.11% 164
2025
Q3 		$361K Buy
4,512
+24
+0.5% +$1.83K 0.11% 169
2025
Q2 		$328K Buy
4,488
+18
+0.4% +$1.19K 0.08% 206
2025
Q1 		$276K Buy
4,470
+336
+8% +$22.7K 0.07% 207
2024
Q4 		$283K Hold
4,134
– – 0.07% 204
2024
Q3 		$265K Buy
4,134
+210
+5% +$13K 0.07% 210
2024
Q2 		$245K Hold
3,924
– – 0.07% 218
2024
Q1 		$225K Sell
3,924
-576
-13% -$31.7K 0.06% 219
2023
Q4 		$233K Hold
4,500
– – 0.07% 213
2023
Q3 		$204K Sell
4,500
-4,236
-48% -$200K 0.07% 215
2023
Q2 		$412K Hold
8,736
– – 0.13% 168
2023
Q1 		$363K Hold
8,736
– – 0.12% 176
2022
Q4 		$310K Hold
8,736
– – 0.11% 184
2022
Q3 		$312K Sell
8,736
-13,272
-60% -$533K 0.12% 174
2022
Q2 		$818K Hold
22,008
– – 0.21% 130
2022
Q1 		$1.05M Buy
22,008
+17,172
+355% +$812K 0.23% 122
2021
Q4 		$259K Sell
4,836
-17,172
-78% -$895K 0.24% 61
2021
Q3 		$1.06M Sell
22,008
-294
-1% -$14.6K 0.25% 114
2021
Q2 		$1.07M Hold
22,302
– – 0.25% 114
2021
Q1 		$955K Buy
22,302
+138
+0.6% +$5.9K 0.25% 115
2020
Q4 		$936K Buy
+22,164
New +$885K 0.26% 106

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

McDonald Partners's VUG Position: Q2 2026 in Review

McDonald Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,996 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #181.

McDonald Partners first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.07M in Q2 2021. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • McDonald Partners held 3,996 shares of Vanguard Morningstar Growth ETF worth $344K as of Q2 2026.
  • McDonald Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.08% of McDonald Partners's portfolio in Q2 2026, its #181 holding.
  • McDonald Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • McDonald Partners's Vanguard Morningstar Growth ETF position peaked at $1.07M in Q2 2021.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.