QP
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Quartz Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Quartz 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 		– Sell
-5,808
Closed -$423K – 212
2026
Q1 		$423K Buy
5,808
+66
+1% +$5.13K 0.16% 107
2025
Q4 		$467K Sell
5,742
-2,706
-32% -$220K 0.17% 102
2025
Q3 		$675K Sell
8,448
-72
-0.8% -$5.5K 0.24% 82
2025
Q2 		$623K Sell
8,520
-792
-9% -$52.1K 0.28% 78
2025
Q1 		$575K Sell
9,312
-1,746
-16% -$118K 0.35% 66
2024
Q4 		$756K Sell
11,058
-402
-4% -$27K 0.46% 56
2024
Q3 		$733K Buy
+11,460
New +$710K 0.46% 57

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

Quartz Partners's VUG Position: Q2 2026 in Review

Quartz Partners sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 5,808 shares — an estimated $423K sold.

Quartz Partners first reported a position in VUG in Q3 2024 and held it in 7 quarters. The position peaked at $756K in Q4 2024. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Quartz Partners reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Quartz Partners sold 5,808 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $423K.
  • Quartz Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and held it in 7 quarters.
  • Quartz Partners's Vanguard Morningstar Growth ETF position peaked at $756K in Q4 2024.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.