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

Obermeyer 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 Q3	$2.32M	Hold	25,728	–	–	0.09%	74
2026 Q2	$2.22M	Sell	25,728 -108	-0.4%	-$9.09K	0.09%	76
2026 Q1	$1.88M	Buy	25,836 +786	+3%	+$61.1K	0.09%	78
2025 Q4	$2.04M	Buy	25,050 +2,058	+9%	+$167K	0.09%	77
2025 Q3	$1.84M	Buy	22,992 +8,988	+64%	+$687K	0.09%	81
2025 Q2	$1.02M	Buy	14,004 +5,574	+66%	+$367K	0.05%	106
2025 Q1	$521K	Buy	8,430 +1,356	+19%	+$91.4K	0.03%	147
2024 Q4	$484K	Buy	7,074 +1,836	+35%	+$123K	0.03%	157
2024 Q3	$335K	Sell	5,238 -408	-7%	-$25.3K	0.02%	193
2024 Q2	$352K	Buy	+5,646	New	+$329K	0.02%	179
2022 Q2	–	Sell	-7,116	Closed	-$341K	–	239
2022 Q1	$341K	Hold	7,116	–	–	0.02%	156
2021 Q4	$381K	Hold	7,116	–	–	0.02%	141
2021 Q3	$344K	Buy	+7,116	New	+$354K	0.02%	151

Other funds holding VUG

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Obermeyer Wealth Partners's VUG Position: Q3 2026 in Review

Obermeyer Wealth Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 25,728 shares worth $2.32M. The position accounts for 0.09% of the portfolio, ranked #74.

Obermeyer Wealth Partners first reported a position in VUG in Q3 2021 and has held it in 13 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Obermeyer Wealth Partners held 25,728 shares of Vanguard Morningstar Growth ETF worth $2.32M as of Q3 2026.
Obermeyer Wealth Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.09% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #74 holding.
Obermeyer Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 13 quarters since.
2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.