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

SIMA 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	$8.89K	Buy	103 +1	+1%	+$84	0.01%	118
2026 Q1	$7.53K	Hold	102	–	–	0.01%	121
2025 Q4	$8.41K	Hold	102	–	–	0.01%	119
2025 Q3	$8.27K	Hold	102	–	–	0.01%	126
2025 Q2	$7.56K	Hold	102	–	–	0.01%	128
2025 Q1	$6.39K	Hold	102	–	–	0.01%	157
2024 Q4	$7.08K	Hold	102	–	–	0.01%	151
2024 Q3	$6.62K	Hold	102	–	–	0.01%	130
2024 Q2	$6.45K	Buy	+102	New	+$5.95K	0.01%	131

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

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

SIMA Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.98% in Q2 2026, buying an estimated $84 and bringing the position to 103 shares worth $8.89K. The position accounts for 0.01% of the portfolio, ranked #118.

SIMA Wealth Partners first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

SIMA Wealth Partners held 103 shares of Vanguard Morningstar Growth ETF worth $8.89K as of Q2 2026.
SIMA Wealth Partners bought 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
Vanguard Morningstar Growth ETF made up 0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #118 holding.
SIMA Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.