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

ORG 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 		$693K Buy
8,045
+6,383
+384% +$537K 0.1% 114
2026
Q1 		$121K Sell
1,662
-2,124
-56% -$165K 0.02% 267
2025
Q4 		$308K Buy
3,786
+72
+2% +$5.84K 0.07% 165
2025
Q3 		$297K Buy
3,714
+2,862
+336% +$219K 0.06% 165
2025
Q2 		$61.7K Sell
852
-2,466
-74% -$162K 0.01% 312
2025
Q1 		$207K Buy
3,318
+1,230
+59% +$82.9K 0.06% 185
2024
Q4 		$143K Buy
+2,088
New +$140K 0.04% 143

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

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

ORG Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 384% in Q2 2026, buying an estimated $537K and bringing the position to 8,045 shares worth $693K. The position accounts for 0.1% of the portfolio, ranked #114.

ORG Wealth Partners first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • ORG Wealth Partners held 8,045 shares of Vanguard Morningstar Growth ETF worth $693K as of Q2 2026.
  • ORG Wealth Partners bought 6,383 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $537K.
  • Vanguard Morningstar Growth ETF made up 0.1% of ORG Wealth Partners's portfolio in Q2 2026, its #114 holding.
  • ORG Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.