SFP
VUG icon

Sandbox Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sandbox Financial 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
Q1 		$39.5M Buy
542,022
+24,852
+5% +$1.93M 11.1% 1
2025
Q4 		$42.1M Buy
517,170
+20,448
+4% +$1.66M 11.64% 1
2025
Q3 		$39.7M Buy
496,722
+17,502
+4% +$1.34M 11.37% 1
2025
Q2 		$35M Buy
479,220
+6,648
+1% +$438K 11.04% 1
2025
Q1 		$29.2M Sell
472,572
-2,412
-0.5% -$163K 10.31% 2
2024
Q4 		$32.5M Buy
474,984
+21,174
+5% +$1.42M 10.84% 2
2024
Q3 		$29M Buy
453,810
+13,464
+3% +$835K 10.28% 2
2024
Q2 		$27.4M Buy
440,346
+25,854
+6% +$1.51M 10.52% 2
2024
Q1 		$23.8M Buy
414,492
+23,466
+6% +$1.29M 9.99% 2
2023
Q4 		$20.3M Buy
391,026
+12,594
+3% +$608K 9.51% 2
2023
Q3 		$17.2M Buy
378,432
+29,880
+9% +$1.41M 9.08% 2
2023
Q2 		$16.4M Buy
348,552
+17,688
+5% +$767K 8.58% 2
2023
Q1 		$13.8M Buy
330,864
+8,562
+3% +$333K 8.3% 2
2022
Q4 		$11.4M Buy
322,302
+6,582
+2% +$242K 7.92% 2
2022
Q3 		$11.3M Buy
315,720
+6,690
+2% +$269K 8.24% 2
2022
Q2 		$11.5M Sell
309,030
-46,590
-13% -$1.91M 8.18% 2
2022
Q1 		$17M Buy
355,620
+24,936
+8% +$1.18M 9.74% 2
2021
Q4 		$17.7M Buy
330,684
+25,626
+8% +$1.33M 11.1% 2
2021
Q3 		$14.8M Buy
305,058
+119,454
+64% +$5.94M 10.52% 2
2021
Q2 		$8.87M Buy
185,604
+14,406
+8% +$654K 6.61% 4
2021
Q1 		$7.6M Buy
171,198
+50,838
+42% +$2.17M 6.2% 5
2020
Q4 		$5.08M Buy
+120,360
New +$4.8M 4.64% 6

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sandbox Financial Partners's VUG Position: Q1 2026 in Review

Sandbox Financial Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.8% in Q1 2026, buying an estimated $1.93M and bringing the position to 542,022 shares worth $39.5M. The position accounts for 11.1% of the portfolio, ranked #1.

Sandbox Financial Partners first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. The position peaked at $42.1M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Sandbox Financial Partners held 542,022 shares of Vanguard Morningstar Growth ETF worth $39.5M as of Q1 2026.
  • Sandbox Financial Partners bought 24,852 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $1.93M.
  • Vanguard Morningstar Growth ETF made up 11.1% of Sandbox Financial Partners's portfolio in Q1 2026, its #1 holding.
  • Sandbox Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Sandbox Financial Partners's Vanguard Morningstar Growth ETF position peaked at $42.1M in Q4 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.