Parcion Private Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Parcion Private Wealth’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	$869K	Buy	10,086 +6,702	+198%	+$564K	0.05%	186
2026 Q1	$246K	Buy	+3,384	New	+$263K	0.02%	375
2025 Q4	–	Sell	-3,384	Closed	-$271K	–	448
2025 Q3	$271K	Buy	+3,384	New	+$259K	0.02%	296
2021 Q4	–	Sell	-4,512	Closed	-$227K	–	206
2021 Q3	$227K	Hold	4,512	–	–	0.02%	186
2021 Q2	$216K	Sell	4,512 -1,164	-21%	-$52.9K	0.02%	186
2021 Q1	$243K	Buy	+5,676	New	+$243K	0.03%	180
2020 Q3	–	Sell	-13,350	Closed	-$467K	–	186
2020 Q2	$467K	Sell	13,350 -4,218	-24%	-$130K	0.08%	129
2020 Q1	$459K	Buy	17,568 +3,960	+29%	+$119K	0.13%	103
2019 Q4	$413K	Buy	+13,608	New	+$393K	0.09%	127

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

Parcion Private Wealth's VUG Position: Q2 2026 in Review

Parcion Private Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 198% in Q2 2026, buying an estimated $564K and bringing the position to 10,086 shares worth $869K. The position accounts for 0.05% of the portfolio, ranked #186.

Parcion Private Wealth first reported a position in VUG in Q4 2019 and has held it in 9 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Parcion Private Wealth held 10,086 shares of Vanguard Morningstar Growth ETF worth $869K as of Q2 2026.
Parcion Private Wealth bought 6,702 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $564K.
Vanguard Morningstar Growth ETF made up 0.05% of Parcion Private Wealth's portfolio in Q2 2026, its #186 holding.
Parcion Private Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 9 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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