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

Semus 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 		$965K Buy
11,203
+283
+3% +$23.8K 0.47% 46
2026
Q1 		$795K Buy
10,920
+24
+0.2% +$1.87K 0.44% 45
2025
Q4 		$886K Buy
10,896
+18
+0.2% +$1.46K 0.48% 44
2025
Q3 		$870K Sell
10,878
-264
-2% -$20.2K 0.49% 46
2025
Q2 		$814K Sell
11,142
-1,470
-12% -$96.8K 0.53% 44
2025
Q1 		$779K Sell
12,612
-42
-0.3% -$2.83K 0.54% 42
2024
Q4 		$866K Sell
12,654
-2,652
-17% -$178K 0.57% 39
2024
Q3 		$979K Sell
15,306
-2,994
-16% -$186K 0.69% 29
2024
Q2 		$1.14M Sell
18,300
-3,168
-15% -$185K 0.88% 26
2024
Q1 		$1.23M Sell
21,468
-24,984
-54% -$1.37M 1.04% 21
2023
Q4 		$2.41M Buy
46,452
+7,926
+21% +$383K 1.97% 12
2023
Q3 		$1.75M Buy
38,526
+7,092
+23% +$335K 1.63% 13
2023
Q2 		$1.48M Buy
31,434
+14,808
+89% +$642K 1.36% 13
2023
Q1 		$691K Buy
16,626
+6,288
+61% +$245K 0.74% 28
2022
Q4 		$367K Buy
+10,338
New +$380K 0.45% 63

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

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

Semus Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.6% in Q2 2026, buying an estimated $23.8K and bringing the position to 11,203 shares worth $965K. The position accounts for 0.47% of the portfolio, ranked #46.

Semus Wealth Partners first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.41M in Q4 2023. 2,895 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Semus Wealth Partners held 11,203 shares of Vanguard Morningstar Growth ETF worth $965K as of Q2 2026.
  • Semus Wealth Partners bought 283 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $23.8K.
  • Vanguard Morningstar Growth ETF made up 0.47% of Semus Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • Semus Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Semus Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $2.41M in Q4 2023.
  • 2,895 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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