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

Revolve 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 		$7.73M Buy
89,754
+78
+0.1% +$6.56K 0.8% 25
2026
Q1 		$6.53M Sell
89,676
-3,384
-4% -$263K 0.85% 25
2025
Q4 		$7.57M Buy
93,060
+2,526
+3% +$205K 0.89% 25
2025
Q3 		$7.24M Sell
90,534
-1,548
-2% -$118K 0.87% 25
2025
Q2 		$6.73M Buy
92,082
+9,168
+11% +$604K 0.87% 25
2025
Q1 		$5.12M Sell
82,914
-342
-0.4% -$23.1K 0.74% 27
2024
Q4 		$5.7M Sell
83,256
-384
-0.5% -$25.8K 0.82% 25
2024
Q3 		$5.35M Buy
83,640
+2,958
+4% +$183K 0.82% 25
2024
Q2 		$5.03M Sell
80,682
-708
-0.9% -$41.3K 0.83% 25
2024
Q1 		$4.67M Sell
81,390
-1,308
-2% -$71.9K 0.8% 26
2023
Q4 		$4.28M Buy
82,698
+1,980
+2% +$95.6K 0.83% 26
2023
Q3 		$3.66M Sell
80,718
-1,290
-2% -$60.9K 0.84% 26
2023
Q2 		$3.87M Sell
82,008
-4,728
-5% -$205K 0.91% 24
2023
Q1 		$3.61M Buy
86,736
+2,208
+3% +$85.9K 0.92% 25
2022
Q4 		$3M Buy
84,528
+32,082
+61% +$1.18M 0.86% 25
2022
Q3 		$1.87M Buy
52,446
+4,194
+9% +$169K 0.62% 34
2022
Q2 		$1.79M Buy
48,252
+19,134
+66% +$786K 0.59% 34
2022
Q1 		$1.4M Sell
29,118
-3,132
-10% -$148K 0.4% 44
2021
Q4 		$1.73M Buy
+32,250
New +$1.68M 0.5% 42

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

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

Revolve Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.09% in Q2 2026, buying an estimated $6.56K and bringing the position to 89,754 shares worth $7.73M. The position accounts for 0.8% of the portfolio, ranked #25.

Revolve Wealth Partners first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Revolve Wealth Partners held 89,754 shares of Vanguard Morningstar Growth ETF worth $7.73M as of Q2 2026.
  • Revolve Wealth Partners bought 78 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $6.56K.
  • Vanguard Morningstar Growth ETF made up 0.8% of Revolve Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Revolve Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.