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Mosaic Family Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Mosaic Family 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 		$187M Buy
2,173,600
+155,806
+8% +$13.1M 12.56% 1
2026
Q1 		$147M Buy
2,017,794
+38,730
+2% +$3.01M 15.04% 1
2025
Q4 		$161M Buy
1,979,064
+15,918
+0.8% +$1.29M 17.64% 1
2025
Q3 		$156M Buy
1,963,146
+29,724
+2% +$2.27M 18.3% 1
2025
Q2 		$141M Buy
1,933,422
+40,458
+2% +$2.66M 18% 1
2025
Q1 		$117M Buy
1,892,964
+52,842
+3% +$3.56M 16.62% 1
2024
Q4 		$126M Buy
1,840,122
+39,726
+2% +$2.67M 18.16% 1
2024
Q3 		$115M Buy
1,800,396
+156,522
+10% +$9.7M 17.09% 1
2024
Q2 		$102M Buy
1,643,874
+6,444
+0.4% +$376K 16.48% 1
2024
Q1 		$93.9M Buy
1,637,430
+25,332
+2% +$1.39M 15.47% 1
2023
Q4 		$83.5M Sell
1,612,098
-109,368
-6% -$5.28M 14.4% 1
2023
Q3 		$78.1M Sell
1,721,466
-8,976
-0.5% -$424K 15.65% 1
2023
Q2 		$81.6M Buy
1,730,442
+6,756
+0.4% +$293K 16.04% 1
2023
Q1 		$71.7M Buy
1,723,686
+77,034
+5% +$3M 14.99% 1
2022
Q4 		$58.5M Buy
+1,646,652
New +$60.6M 16.5% 1

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

Mosaic Family Wealth Partners's VUG Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.7% in Q2 2026, buying an estimated $13.1M and bringing the position to 2,173,600 shares worth $187M. The position accounts for 12.56% of the portfolio, ranked #1.

Mosaic Family Wealth Partners first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Mosaic Family Wealth Partners held 2,173,600 shares of Vanguard Morningstar Growth ETF worth $187M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 155,806 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $13.1M.
  • Vanguard Morningstar Growth ETF made up 12.56% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Mosaic Family Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.