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

Sagespring 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	$3.69M	Buy	42,784 +3,346	+8%	+$282K	0.06%	158
2026 Q1	$2.87M	Buy	39,438 +1,356	+4%	+$105K	0.05%	164
2025 Q4	$3.1M	Buy	38,082 +5,286	+16%	+$429K	0.06%	149
2025 Q3	$2.62M	Buy	32,796 +1,146	+4%	+$87.6K	0.05%	155
2025 Q2	$2.31M	Buy	31,650 +5,754	+22%	+$379K	0.05%	161
2025 Q1	$1.6M	Buy	25,896 +1,554	+6%	+$105K	0.04%	178
2024 Q4	$1.67M	Buy	+24,342	New	+$1.64M	0.04%	157

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

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

Sagespring Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.5% in Q2 2026, buying an estimated $282K and bringing the position to 42,784 shares worth $3.69M. The position accounts for 0.06% of the portfolio, ranked #158.

Sagespring Wealth Partners first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Sagespring Wealth Partners held 42,784 shares of Vanguard Morningstar Growth ETF worth $3.69M as of Q2 2026.
Sagespring Wealth Partners bought 3,346 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $282K.
Vanguard Morningstar Growth ETF made up 0.06% of Sagespring Wealth Partners's portfolio in Q2 2026, its #158 holding.
Sagespring Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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