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 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

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

Obermeyer Wealth Partners's VUG Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.42% in Q2 2026, selling an estimated $9.09K and leaving 25,728 shares worth $2.22M. The position accounts for 0.09% of the portfolio, ranked #76.

Obermeyer Wealth Partners first reported a position in VUG in Q3 2021 and has held it in 12 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Obermeyer Wealth Partners held 25,728 shares of Vanguard Morningstar Growth ETF worth $2.22M as of Q2 2026.
Obermeyer Wealth Partners sold 108 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $9.09K.
Vanguard Morningstar Growth ETF made up 0.09% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #76 holding.
Obermeyer Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 12 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.