Mission Creek Capital Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Mission Creek Capital 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 Q1	$1.93M	Sell	26,484 -144	-0.5%	-$11.2K	0.38%	65
2025 Q4	$2.17M	Buy	26,628 +1,878	+8%	+$152K	0.44%	61
2025 Q3	$1.98M	Sell	24,750 -780	-3%	-$59.6K	0.39%	65
2025 Q2	$1.87M	Sell	25,530 -840	-3%	-$55.3K	0.41%	61
2025 Q1	$1.63M	Sell	26,370 -114	-0.4%	-$7.69K	0.4%	72
2024 Q4	$1.81M	Sell	26,484 -954	-3%	-$64.1K	0.4%	70
2024 Q3	$1.76M	Sell	27,438 -198	-0.7%	-$12.3K	0.41%	71
2024 Q2	$1.72M	Hold	27,636	–	–	0.43%	64
2024 Q1	$1.59M	Sell	27,636 -468	-2%	-$25.7K	0.41%	65
2023 Q4	$1.46M	Sell	28,104 -390	-1%	-$18.8K	0.37%	74
2023 Q3	$1.29M	Sell	28,494 -888	-3%	-$41.9K	0.43%	78
2023 Q2	$1.39M	Sell	29,382 -108	-0.4%	-$4.68K	0.45%	72
2023 Q1	$1.23M	Sell	29,490 -744	-2%	-$28.9K	0.42%	87
2022 Q4	$1.07M	Buy	+30,234	New	+$1.11M	0.38%	90

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mission Creek Capital Partners's VUG Position: Q1 2026 in Review

Mission Creek Capital Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.54% in Q1 2026, selling an estimated $11.2K and leaving 26,484 shares worth $1.93M. The position accounts for 0.38% of the portfolio, ranked #65.

Mission Creek Capital Partners first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.17M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Mission Creek Capital Partners held 26,484 shares of Vanguard Morningstar Growth ETF worth $1.93M as of Q1 2026.
Mission Creek Capital Partners sold 144 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $11.2K.
Vanguard Morningstar Growth ETF made up 0.38% of Mission Creek Capital Partners's portfolio in Q1 2026, its #65 holding.
Mission Creek Capital Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 14 quarters since.
Mission Creek Capital Partners's Vanguard Morningstar Growth ETF position peaked at $2.17M in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Mission Creek Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.