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Platform Technology Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Platform Technology 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 		$7.37M Buy
85,543
+8,353
+11% +$703K 1.21% 20
2026
Q1 		$5.62M Buy
77,190
+4,416
+6% +$344K 1.08% 20
2025
Q4 		$5.92M Buy
72,774
+7,902
+12% +$641K 1.26% 19
2025
Q3 		$5.19M Buy
64,872
+7,854
+14% +$600K 1.24% 19
2025
Q2 		$4.17M Buy
57,018
+3,090
+6% +$203K 1.09% 19
2025
Q1 		$3.33M Buy
53,928
+5,886
+12% +$397K 0.97% 22
2024
Q4 		$3.29M Buy
48,042
+10,308
+27% +$692K 1% 21
2024
Q3 		$2.41M Buy
37,734
+7,578
+25% +$470K 0.76% 36
2024
Q2 		$1.88M Buy
+30,156
New +$1.76M 0.65% 43
2023
Q4 		$980K Buy
17,514
+12,882
+278% +$622K 0.38% 73
2023
Q3 		$210K Buy
+4,632
New +$219K 0.1% 173

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

Platform Technology Partners's VUG Position: Q2 2026 in Review

Platform Technology Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q2 2026, buying an estimated $703K and bringing the position to 85,543 shares worth $7.37M. The position accounts for 1.21% of the portfolio, ranked #20.

Platform Technology Partners first reported a position in VUG in Q3 2023 and has held it in 11 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Platform Technology Partners held 85,543 shares of Vanguard Morningstar Growth ETF worth $7.37M as of Q2 2026.
  • Platform Technology Partners bought 8,353 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $703K.
  • Vanguard Morningstar Growth ETF made up 1.21% of Platform Technology Partners's portfolio in Q2 2026, its #20 holding.
  • Platform Technology Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.