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

Precedent 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	$648K	Buy	7,528 +3,592	+91%	+$302K	0.11%	129
2026 Q1	$287K	Sell	3,936 -528	-12%	-$41.1K	0.06%	151
2025 Q4	$363K	Hold	4,464	–	–	0.08%	144
2025 Q3	$357K	Hold	4,464	–	–	0.08%	143
2025 Q2	$326K	Buy	+4,464	New	+$294K	0.08%	140
2025 Q1	–	Sell	-6,036	Closed	-$413K	–	163
2024 Q4	$413K	Hold	6,036	–	–	0.13%	122
2024 Q3	$386K	Hold	6,036	–	–	0.13%	119
2024 Q2	$376K	Hold	6,036	–	–	0.15%	110
2024 Q1	$346K	Sell	6,036 -606	-9%	-$33.3K	0.15%	114
2023 Q4	$344K	Buy	+6,642	New	+$321K	0.17%	103

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Precedent Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 91% in Q2 2026, buying an estimated $302K and bringing the position to 7,528 shares worth $648K. The position accounts for 0.11% of the portfolio, ranked #129.

Precedent Wealth Partners first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Precedent Wealth Partners held 7,528 shares of Vanguard Morningstar Growth ETF worth $648K as of Q2 2026.
Precedent Wealth Partners bought 3,592 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $302K.
Vanguard Morningstar Growth ETF made up 0.11% of Precedent Wealth Partners's portfolio in Q2 2026, its #129 holding.
Precedent Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 10 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.