PIFP
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Partners in Financial Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Partners in Financial Planning’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 		$71.1M Buy
824,863
+6,787
+0.8% +$571K 10.77% 2
2026
Q1 		$59.6M Buy
818,076
+13,968
+2% +$1.09M 9.88% 3
2025
Q4 		$65.4M Sell
804,108
-29,388
-4% -$2.38M 11.07% 2
2025
Q3 		$66.6M Sell
833,496
-19,158
-2% -$1.46M 11.52% 2
2025
Q2 		$62.3M Sell
852,654
-15,228
-2% -$1M 11.49% 2
2025
Q1 		$53.6M Buy
867,882
+6,270
+0.7% +$423K 10.78% 2
2024
Q4 		$58.9M Sell
861,612
-8,928
-1% -$600K 12.02% 2
2024
Q3 		$55.7M Sell
870,540
-10,164
-1% -$630K 11.24% 2
2024
Q2 		$54.9M Sell
880,704
-4,272
-0.5% -$249K 11.93% 1
2024
Q1 		$50.8M Sell
884,976
-8,550
-1% -$470K 11.3% 1
2023
Q4 		$46.3M Sell
893,526
-5,418
-0.6% -$262K 10.87% 2
2023
Q3 		$40.8M Sell
898,944
-4,158
-0.5% -$196K 10.5% 2
2023
Q2 		$42.6M Sell
903,102
-3,132
-0.3% -$136K 10.85% 2
2023
Q1 		$37.7M Buy
906,234
+13,902
+2% +$541K 9.92% 3
2022
Q4 		$31.5M Sell
892,332
-43,548
-5% -$1.6M 8.71% 4
2022
Q3 		$35.3M Buy
935,880
+126,108
+16% +$5.07M 10.09% 4
2022
Q2 		$33.3M Buy
809,772
+36,174
+5% +$1.49M 10.6% 4
2022
Q1 		$33.5M Buy
773,598
+7,128
+0.9% +$337K 10.53% 4
2021
Q4 		$35.7M Buy
766,470
+17,040
+2% +$888K 10.92% 3
2021
Q3 		$36.2M Buy
749,430
+1,284
+0.2% +$63.9K 11.31% 3
2021
Q2 		$35.8M Buy
+748,146
New +$34M 11.19% 3

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

Partners in Financial Planning's VUG Position: Q2 2026 in Review

Partners in Financial Planning increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.83% in Q2 2026, buying an estimated $571K and bringing the position to 824,863 shares worth $71.1M. The position accounts for 10.77% of the portfolio, ranked #2.

Partners in Financial Planning first reported a position in VUG in Q2 2021 and has held it in 21 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Partners in Financial Planning held 824,863 shares of Vanguard Morningstar Growth ETF worth $71.1M as of Q2 2026.
  • Partners in Financial Planning bought 6,787 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $571K.
  • Vanguard Morningstar Growth ETF made up 10.77% of Partners in Financial Planning's portfolio in Q2 2026, its #2 holding.
  • Partners in Financial Planning first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.