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

Pennington Partners & Co’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 		$1.68M Buy
19,507
+1
+0% +$84 0.54% 26
2026
Q1 		$1.42M Buy
+19,506
New +$1.52M 0.49% 26

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

Pennington Partners & Co's VUG Position: Q2 2026 in Review

Pennington Partners & Co increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.01% in Q2 2026, buying an estimated $84 and bringing the position to 19,507 shares worth $1.68M. The position accounts for 0.54% of the portfolio, ranked #26.

Pennington Partners & Co first reported a position in VUG in Q1 2026 and has held it in 2 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Pennington Partners & Co held 19,507 shares of Vanguard Morningstar Growth ETF worth $1.68M as of Q2 2026.
  • Pennington Partners & Co bought 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
  • Vanguard Morningstar Growth ETF made up 0.54% of Pennington Partners & Co's portfolio in Q2 2026, its #26 holding.
  • Pennington Partners & Co first reported a position in Vanguard Morningstar Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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