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Perfromance Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Perfromance Wealth 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 		$656M Sell
7,621,304
-25,000
-0.3% -$2.1M 16.3% 2
2026
Q1 		$557M Sell
7,646,304
-30,798
-0.4% -$2.4M 16.15% 2
2025
Q4 		$624M Sell
7,677,102
-66,894
-0.9% -$5.43M 16.92% 2
2025
Q3 		$619M Sell
7,743,996
-150
-0% -$11.5K 17.27% 2
2025
Q2 		$566M Sell
7,744,146
-11,538
-0.1% -$760K 18.1% 2
2025
Q1 		$479M Buy
7,755,684
+33,576
+0.4% +$2.26M 17.12% 2
2024
Q4 		$528M Buy
7,722,108
+47,988
+0.6% +$3.22M 16.98% 2
2024
Q3 		$491M Buy
7,674,120
+83,136
+1% +$5.15M 16.91% 2
2024
Q2 		$473M Buy
7,590,984
+187,980
+3% +$11M 17.44% 2
2024
Q1 		$425M Buy
7,403,004
+355,356
+5% +$19.5M 17.82% 2
2023
Q4 		$365M Buy
7,047,648
+385,986
+6% +$18.6M 16.05% 2
2023
Q3 		$302M Buy
6,661,662
+188,772
+3% +$8.92M 14.7% 2
2023
Q2 		$305M Sell
6,472,890
-1,548
-0% -$67.1K 14.04% 2
2023
Q1 		$269M Buy
6,474,438
+148,818
+2% +$5.79M 13.8% 2
2022
Q4 		$225M Sell
6,325,620
-86,304
-1% -$3.17M 13.52% 2
2022
Q3 		$229M Buy
6,411,924
+406,512
+7% +$16.3M 13.24% 2
2022
Q2 		$223M Buy
6,005,412
+38,466
+0.6% +$1.58M 12.54% 2
2022
Q1 		$286M Buy
5,966,946
+9,108
+0.2% +$431K 12.46% 2
2021
Q4 		$319M Buy
+5,957,838
New +$310M 12.86% 2

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

Perfromance Wealth Partners's VUG Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.33% in Q2 2026, selling an estimated $2.1M and leaving 7,621,304 shares worth $656M. The position accounts for 16.3% of the portfolio, ranked #2.

Perfromance Wealth Partners first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Perfromance Wealth Partners held 7,621,304 shares of Vanguard Morningstar Growth ETF worth $656M as of Q2 2026.
  • Perfromance Wealth Partners sold 25,000 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.1M.
  • Vanguard Morningstar Growth ETF made up 16.3% of Perfromance Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • Perfromance Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.