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

Oxinas Partners Wealth Management’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	$445K	Sell	5,162 -466	-8%	-$39.2K	0.18%	91
2026 Q1	$410K	Sell	5,628 -588	-9%	-$45.7K	0.19%	92
2025 Q4	$505K	Sell	6,216 -84	-1%	-$6.82K	0.24%	73
2025 Q3	$503K	Hold	6,300	–	–	0.27%	70
2025 Q2	$460K	Sell	6,300 -102	-2%	-$6.71K	0.24%	80
2025 Q1	$396K	Buy	6,402 +1,518	+31%	+$102K	0.23%	83
2024 Q4	$334K	Sell	4,884 -2,118	-30%	-$142K	0.2%	90
2024 Q3	$448K	Hold	7,002	–	–	0.27%	74
2024 Q2	$437K	Hold	7,002	–	–	0.29%	74
2024 Q1	$402K	Buy	7,002 +1,518	+28%	+$83.5K	0.26%	75
2023 Q4	$284K	Hold	5,484	–	–	0.2%	89
2023 Q3	$249K	Hold	5,484	–	–	0.19%	88
2023 Q2	$258K	Buy	5,484 +348	+7%	+$15.1K	0.17%	96
2023 Q1	$214K	Buy	+5,136	New	+$200K	0.15%	99
2022 Q2	–	Sell	-5,304	Closed	-$254K	–	120
2022 Q1	$254K	Buy	5,304 +30	+0.6%	+$1.42K	0.16%	98
2021 Q4	$282K	Sell	5,274 -12	-0.2%	-$625	0.16%	116
2021 Q3	$256K	Sell	5,286 -624	-11%	-$31.1K	0.15%	127
2021 Q2	$283K	Sell	5,910 -540	-8%	-$24.5K	0.16%	118
2021 Q1	$276K	Hold	6,450	–	–	0.18%	111
2020 Q4	$272K	Buy	+6,450	New	+$257K	0.2%	96

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 22.9% 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

Oxinas Partners Wealth Management's VUG Position: Q2 2026 in Review

Oxinas Partners Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 8.3% in Q2 2026, selling an estimated $39.2K and leaving 5,162 shares worth $445K. The position accounts for 0.18% of the portfolio, ranked #91.

Oxinas Partners Wealth Management first reported a position in VUG in Q4 2020 and has held it in 20 quarters since. The position peaked at $505K in Q4 2025. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Oxinas Partners Wealth Management held 5,162 shares of Vanguard Morningstar Growth ETF worth $445K as of Q2 2026.
Oxinas Partners Wealth Management sold 466 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $39.2K.
Vanguard Morningstar Growth ETF made up 0.18% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #91 holding.
Oxinas Partners Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 20 quarters since.
Oxinas Partners Wealth Management's Vanguard Morningstar Growth ETF position peaked at $505K in Q4 2025.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.