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Southland Equity Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Southland Equity 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 		$1.49M Sell
17,285
-28,363
-62% -$2.39M 0.26% 75
2026
Q1 		$3.32M Buy
45,648
+3,882
+9% +$302K 0.65% 38
2025
Q4 		$3.4M Buy
41,766
+564
+1% +$45.8K 0.67% 36
2025
Q3 		$3.29M Sell
41,202
-102
-0.2% -$7.79K 0.67% 35
2025
Q2 		$3.02M Sell
41,304
-6,900
-14% -$454K 0.66% 35
2025
Q1 		$2.98M Buy
48,204
+354
+0.7% +$23.9K 0.69% 34
2024
Q4 		$3.27M Buy
47,850
+834
+2% +$56K 0.76% 31
2024
Q3 		$3.01M Sell
47,016
-10,500
-18% -$651K 0.73% 32
2024
Q2 		$3.59M Sell
57,516
-12,966
-18% -$756K 1.02% 20
2024
Q1 		$4.04M Buy
70,482
+2,004
+3% +$110K 1.14% 20
2023
Q4 		$3.55M Buy
68,478
+2,286
+3% +$110K 1.11% 21
2023
Q3 		$3M Sell
66,192
-1,560
-2% -$73.7K 1.03% 23
2023
Q2 		$3.2M Buy
67,752
+744
+1% +$32.3K 1.08% 22
2023
Q1 		$2.79M Sell
67,008
-6,450
-9% -$251K 1.09% 20
2022
Q4 		$2.61M Sell
73,458
-1,350
-2% -$49.7K 1.01% 20
2022
Q3 		$2.67M Sell
74,808
-54
-0.1% -$2.17K 1.31% 20
2022
Q2 		$2.78M Buy
74,862
+3,228
+5% +$133K 1.27% 19
2022
Q1 		$3.43M Sell
71,634
-2,748
-4% -$130K 1.43% 16
2021
Q4 		$3.98M Buy
74,382
+72
+0.1% +$3.75K 1.63% 13
2021
Q3 		$3.59M Buy
74,310
+492
+0.7% +$24.5K 1.65% 13
2021
Q2 		$3.53M Buy
73,818
+4,104
+6% +$186K 1.67% 13
2021
Q1 		$2.99M Sell
69,714
-1,872
-3% -$80.1K 1.7% 14
2020
Q4 		$3.02M Buy
+71,586
New +$2.86M 2.04% 14

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

Southland Equity Partners's VUG Position: Q2 2026 in Review

Southland Equity Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 62% in Q2 2026, selling an estimated $2.39M and leaving 17,285 shares worth $1.49M. The position accounts for 0.26% of the portfolio, ranked #75.

Southland Equity Partners first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.04M in Q1 2024. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Southland Equity Partners held 17,285 shares of Vanguard Morningstar Growth ETF worth $1.49M as of Q2 2026.
  • Southland Equity Partners sold 28,363 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.39M.
  • Vanguard Morningstar Growth ETF made up 0.26% of Southland Equity Partners's portfolio in Q2 2026, its #75 holding.
  • Southland Equity Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Southland Equity Partners's Vanguard Morningstar Growth ETF position peaked at $4.04M in Q1 2024.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.