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&Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

&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 		$186M Buy
2,160,364
+233,866
+12% +$19.7M 0.76% 19
2026
Q1 		$141M Buy
1,926,498
+122,706
+7% +$9.55M 0.69% 20
2025
Q4 		$147M Buy
1,803,792
+381,972
+27% +$31M 0.77% 20
2025
Q3 		$114M Buy
1,421,820
+69,510
+5% +$5.31M 0.73% 18
2025
Q2 		$98.9M Buy
1,352,310
+109,254
+9% +$7.19M 0.76% 16
2025
Q1 		$76.7M Buy
1,243,056
+316,902
+34% +$21.4M 0.82% 15
2024
Q4 		$64.3M Buy
926,154
+466,272
+101% +$31.3M 0.77% 13
2024
Q3 		$29.4M Buy
459,882
+264,804
+136% +$16.4M 0.57% 27
2024
Q2 		$12.2M Buy
195,078
+123,138
+171% +$7.18M 0.53% 38
2024
Q1 		$3.93M Buy
71,940
+18,834
+35% +$1.04M 0.54% 34
2023
Q4 		$2.55M Buy
+53,106
New +$2.56M 0.62% 37

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's VUG Position: Q2 2026 in Review

&Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, buying an estimated $19.7M and bringing the position to 2,160,364 shares worth $186M. The position accounts for 0.76% of the portfolio, ranked #19.

&Partners first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • &Partners held 2,160,364 shares of Vanguard Morningstar Growth ETF worth $186M as of Q2 2026.
  • &Partners bought 233,866 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $19.7M.
  • Vanguard Morningstar Growth ETF made up 0.76% of &Partners's portfolio in Q2 2026, its #19 holding.
  • &Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.