Pacific Sage Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pacific Sage 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	$490K	Buy	5,694 +1,422	+33%	+$120K	0.07%	71
2026 Q1	$311K	Sell	4,272 -1,266	-23%	-$98.5K	0.05%	91
2025 Q4	$450K	Hold	5,538	–	–	0.07%	72
2025 Q3	$443K	Sell	5,538 -450	-8%	-$34.4K	0.07%	67
2025 Q2	$438K	Hold	5,988	–	–	0.09%	67
2025 Q1	$370K	Hold	5,988	–	–	0.08%	72
2024 Q4	$410K	Hold	5,988	–	–	0.09%	61
2024 Q3	$383K	Hold	5,988	–	–	0.09%	70
2024 Q2	$373K	Hold	5,988	–	–	0.09%	67
2024 Q1	$344K	Hold	5,988	–	–	0.09%	71
2023 Q4	$310K	Hold	5,988	–	–	0.09%	74
2023 Q3	$272K	Hold	5,988	–	–	0.08%	72
2023 Q2	$282K	Hold	5,988	–	–	0.08%	69
2023 Q1	$249K	Hold	5,988	–	–	0.08%	70
2022 Q4	$213K	Buy	+5,988	New	+$220K	0.07%	79

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

Pacific Sage Partners's VUG Position: Q2 2026 in Review

Pacific Sage Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 33% in Q2 2026, buying an estimated $120K and bringing the position to 5,694 shares worth $490K. The position accounts for 0.07% of the portfolio, ranked #71.

Pacific Sage Partners first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Pacific Sage Partners held 5,694 shares of Vanguard Morningstar Growth ETF worth $490K as of Q2 2026.
Pacific Sage Partners bought 1,422 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $120K.
Vanguard Morningstar Growth ETF made up 0.07% of Pacific Sage Partners's portfolio in Q2 2026, its #71 holding.
Pacific Sage Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.