QPWM
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Quadrant Private Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Quadrant Private Wealth Management’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 		– Sell
-41,508
Closed -$3.02M – 304
2026
Q1 		$3.02M Buy
41,508
+7,080
+21% +$551K 0.47% 66
2025
Q4 		$2.8M Hold
34,428
– – 0.46% 61
2025
Q3 		$2.75M Sell
34,428
-864
-2% -$66K 0.5% 55
2025
Q2 		$2.58M Buy
35,292
+1,362
+4% +$89.7K 0.54% 53
2025
Q1 		$2.1M Sell
33,930
-18
-0.1% -$1.21K 0.52% 63
2024
Q4 		$2.32M Sell
33,948
-12,138
-26% -$815K 0.57% 46
2024
Q3 		$2.95M Buy
46,086
+312
+0.7% +$19.3K 0.73% 34
2024
Q2 		$2.86M Buy
45,774
+588
+1% +$34.3K 0.66% 41
2024
Q1 		$2.59M Sell
45,186
-9,516
-17% -$523K 0.66% 42
2023
Q4 		$2.83M Buy
+54,702
New +$2.64M 0.79% 36
2023
Q3 		– Sell
-55,938
Closed -$2.64M – 251
2023
Q2 		$2.64M Sell
55,938
-5,556
-9% -$241K 0.76% 34
2023
Q1 		$2.56M Sell
61,494
-318
-0.5% -$12.4K 0.8% 34
2022
Q4 		$2.2M Buy
+61,812
New +$2.27M 0.74% 41

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

Quadrant Private Wealth Management's VUG Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 41,508 shares — an estimated $3.02M sold.

Quadrant Private Wealth Management first reported a position in VUG in Q4 2022 and held it in 13 quarters. The position peaked at $3.02M in Q1 2026. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 41,508 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.02M.
  • Quadrant Private Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and held it in 13 quarters.
  • Quadrant Private Wealth Management's Vanguard Morningstar Growth ETF position peaked at $3.02M in Q1 2026.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.