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

Quotient 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	$19.7M	Buy	229,166 +4,064	+2%	+$342K	0.47%	27
2026 Q1	$16.4M	Sell	225,102 -4,890	-2%	-$380K	0.43%	27
2025 Q4	$18.7M	Sell	229,992 -1,728	-0.7%	-$140K	0.5%	27
2025 Q3	$18.5M	Sell	231,720 -1,092	-0.5%	-$83.4K	0.51%	26
2025 Q2	$17M	Sell	232,812 -4,770	-2%	-$314K	0.5%	25
2025 Q1	$14.7M	Sell	237,582 -1,824	-0.8%	-$123K	0.47%	26
2024 Q4	$16.4M	Sell	239,406 -2,352	-1%	-$158K	0.54%	26
2024 Q3	$15.5M	Sell	241,758 -8,142	-3%	-$505K	0.51%	26
2024 Q2	$15.6M	Sell	249,900 -42,204	-14%	-$2.46M	0.55%	26
2024 Q1	$16.8M	Sell	292,104 -209,556	-42%	-$11.5M	0.6%	23
2023 Q4	$26M	Buy	+501,660	New	+$24.2M	1.01%	22

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

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

Quotient Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.8% in Q2 2026, buying an estimated $342K and bringing the position to 229,166 shares worth $19.7M. The position accounts for 0.47% of the portfolio, ranked #27.

Quotient Wealth Partners first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $26M in Q4 2023. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Quotient Wealth Partners held 229,166 shares of Vanguard Morningstar Growth ETF worth $19.7M as of Q2 2026.
Quotient Wealth Partners bought 4,064 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $342K.
Vanguard Morningstar Growth ETF made up 0.47% of Quotient Wealth Partners's portfolio in Q2 2026, its #27 holding.
Quotient Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $26M in Q4 2023.
2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.