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NorthLanding Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

NorthLanding Financial 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 		$2.04M Sell
23,722
-50
-0.2% -$4.21K 1.41% 11
2026
Q1 		$1.73M Sell
23,772
-540
-2% -$42K 1.4% 10
2025
Q4 		$1.98M Sell
24,312
-378
-2% -$30.7K 1.59% 12
2025
Q3 		$1.97M Sell
24,690
-72
-0.3% -$5.5K 1.65% 12
2025
Q2 		$1.81M Sell
24,762
-366
-1% -$24.1K 1.6% 12
2025
Q1 		$1.55M Sell
25,128
-330
-1% -$22.3K 1.52% 14
2024
Q4 		$1.74M Sell
25,458
-2,232
-8% -$150K 1.76% 13
2024
Q3 		$1.77M Sell
27,690
-2,766
-9% -$171K 1.75% 13
2024
Q2 		$1.9M Sell
30,456
-2,352
-7% -$137K 2.02% 12
2024
Q1 		$1.88M Sell
32,808
-83,088
-72% -$4.57M 2.05% 12
2023
Q4 		$6M Sell
115,896
-12,228
-10% -$590K 7.11% 3
2023
Q3 		$5.81M Buy
128,124
+5,634
+5% +$266K 7.45% 3
2023
Q2 		$5.78M Sell
122,490
-80,220
-40% -$3.48M 7.53% 3
2023
Q1 		$8.43M Sell
202,710
-2,496
-1% -$97.1K 5.94% 4
2022
Q4 		$7.29M Buy
205,206
+6,000
+3% +$221K 5.24% 4
2022
Q3 		$7.1M Buy
+199,206
New +$8.01M 5.61% 4

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

NorthLanding Financial Partners's VUG Position: Q2 2026 in Review

NorthLanding Financial Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.21% in Q2 2026, selling an estimated $4.21K and leaving 23,722 shares worth $2.04M. The position accounts for 1.41% of the portfolio, ranked #11.

NorthLanding Financial Partners first reported a position in VUG in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.43M in Q1 2023. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • NorthLanding Financial Partners held 23,722 shares of Vanguard Morningstar Growth ETF worth $2.04M as of Q2 2026.
  • NorthLanding Financial Partners sold 50 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.21K.
  • Vanguard Morningstar Growth ETF made up 1.41% of NorthLanding Financial Partners's portfolio in Q2 2026, its #11 holding.
  • NorthLanding Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • NorthLanding Financial Partners's Vanguard Morningstar Growth ETF position peaked at $8.43M in Q1 2023.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on NorthLanding Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.