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Oak Harbor Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Oak Harbor 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 		$1.24M Buy
14,385
+1,185
+9% +$99.7K 0.46% 59
2026
Q1 		$961K Buy
13,200
+6,648
+101% +$517K 0.23% 98
2025
Q4 		$533K Buy
6,552
+2,880
+78% +$234K 0.13% 134
2025
Q3 		$294K Buy
3,672
+708
+24% +$54.1K 0.07% 169
2025
Q2 		$217K Buy
2,964
+1,974
+199% +$130K 0.06% 187
2025
Q1 		$61.2K Hold
990
– – 0.02% 215
2024
Q4 		$67.7K Hold
990
– – 0.02% 190
2024
Q3 		$63.3K Hold
990
– – 0.02% 185
2024
Q2 		$61.7K Sell
990
-180
-15% -$10.5K 0.02% 184
2024
Q1 		$67.1K Hold
1,170
– – 0.02% 188
2023
Q4 		$60.6K Hold
1,170
– – 0.02% 185
2023
Q3 		$53.1K Hold
1,170
– – 0.02% 187
2023
Q2 		$55.2K Hold
1,170
– – 0.02% 192
2023
Q1 		$48.6K Hold
1,170
– – 0.02% 186
2022
Q4 		$41.6K Buy
1,170
+450
+63% +$16.6K 0.02% 185
2022
Q3 		$26K Sell
720
-600
-45% -$24.1K 0.01% 185
2022
Q2 		$49K Hold
1,320
– – 0.02% 176
2022
Q1 		$63K Hold
1,320
– – 0.02% 185
2021
Q4 		$71K Buy
+1,320
New +$68.8K 0.02% 191

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

Oak Harbor Wealth Partners's VUG Position: Q2 2026 in Review

Oak Harbor Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 9% in Q2 2026, buying an estimated $99.7K and bringing the position to 14,385 shares worth $1.24M. The position accounts for 0.46% of the portfolio, ranked #59.

Oak Harbor Wealth Partners first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Oak Harbor Wealth Partners held 14,385 shares of Vanguard Morningstar Growth ETF worth $1.24M as of Q2 2026.
  • Oak Harbor Wealth Partners bought 1,185 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $99.7K.
  • Vanguard Morningstar Growth ETF made up 0.46% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • Oak Harbor Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.