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

Owl Creek 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 		$82.7K Hold
960
– – 0.02% 238
2026
Q1 		$69.9K Buy
+960
New +$74.7K 0.02% 259

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Morgan Stanley
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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Owl Creek Wealth Partners's VUG Position: Q2 2026 in Review

Owl Creek Wealth Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 960 shares worth $82.7K. The position accounts for 0.02% of the portfolio, ranked #238.

Owl Creek Wealth Partners first reported a position in VUG in Q1 2026 and has held it in 2 quarters since. 2,797 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Owl Creek Wealth Partners held 960 shares of Vanguard Morningstar Growth ETF worth $82.7K as of Q2 2026.
  • Owl Creek Wealth Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.02% of Owl Creek Wealth Partners's portfolio in Q2 2026, its #238 holding.
  • Owl Creek Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,797 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Owl Creek Wealth Partners's 13F filing for Q2 2026, filed 20 Jul 2026.