New Perspectives Inc’s Vanguard Morningstar Growth ETF VUG Stock Holding History

New Perspectives Inc’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	$945K	Hold	10,974	–	–	0.29%	19
2026 Q1	$799K	Hold	10,974	–	–	0.28%	18
2025 Q4	$892K	Buy	10,974 +60	+0.5%	+$4.87K	0.31%	18
2025 Q3	$872K	Hold	10,914	–	–	0.39%	17
2025 Q2	$797K	Hold	10,914	–	–	0.39%	17
2025 Q1	$675K	Hold	10,914	–	–	0.36%	17
2024 Q4	$747K	Hold	10,914	–	–	0.4%	16
2024 Q3	$698K	Hold	10,914	–	–	0.37%	16
2024 Q2	$680K	Hold	10,914	–	–	0.36%	14
2024 Q1	$626K	Buy	+10,914	New	+$600K	0.35%	14
2022 Q4	$389K	Buy	10,944 +30	+0.3%	+$1.1K	0.3%	17
2022 Q3	$389K	Hold	10,914	–	–	0.33%	15
2022 Q2	$405K	Hold	10,914	–	–	0.33%	16
2022 Q1	$523K	Hold	10,914	–	–	0.38%	16
2021 Q4	$584K	Hold	10,914	–	–	0.41%	16
2021 Q3	$528K	Hold	10,914	–	–	0.39%	16
2021 Q2	$522K	Buy	+10,914	New	+$496K	0.41%	16

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

New Perspectives Inc's VUG Position: Q2 2026 in Review

New Perspectives Inc held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 10,974 shares worth $945K. The position accounts for 0.29% of the portfolio, ranked #19.

New Perspectives Inc first reported a position in VUG in Q2 2021 and has held it in 17 quarters since. 2,893 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

New Perspectives Inc held 10,974 shares of Vanguard Morningstar Growth ETF worth $945K as of Q2 2026.
New Perspectives Inc left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.29% of New Perspectives Inc's portfolio in Q2 2026, its #19 holding.
New Perspectives Inc first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 17 quarters since.
2,893 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.