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

Strategic 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 		$5.17M Sell
71,010
-5,016
-7% -$390K 2.23% 9
2025
Q4 		$6.18M Sell
76,026
-996
-1% -$80.8K 2.68% 9
2025
Q3 		$6.16M Sell
77,022
-1,896
-2% -$145K 2.82% 7
2025
Q2 		$5.77M Sell
78,918
-1,356
-2% -$89.3K 2.68% 9
2025
Q1 		$4.96M Sell
80,274
-1,470
-2% -$99.1K 2.61% 8
2024
Q4 		$5.59M Sell
81,744
-1,260
-2% -$84.6K 2.85% 9
2024
Q3 		$5.31M Sell
83,004
-432
-0.5% -$26.8K 2.71% 9
2024
Q2 		$5.2M Sell
83,436
-636
-0.8% -$37.1K 2.86% 9
2024
Q1 		$4.82M Buy
84,072
+2,094
+3% +$115K 2.67% 8
2023
Q4 		$4.25M Sell
81,978
-60
-0.1% -$2.9K 2.47% 11
2023
Q3 		$3.72M Sell
82,038
-312
-0.4% -$14.7K 2.26% 11
2023
Q2 		$3.88M Sell
82,350
-2,820
-3% -$122K 2.21% 11
2023
Q1 		$3.54M Sell
85,170
-1,608
-2% -$62.5K 2.17% 12
2022
Q4 		$3.08M Buy
86,778
+432
+0.5% +$15.9K 1.88% 11
2022
Q3 		$3.08M Sell
86,346
-2,940
-3% -$118K 1.96% 11
2022
Q2 		$3.32M Buy
89,286
+240
+0.3% +$9.86K 1.94% 11
2022
Q1 		$4.27M Sell
89,046
-2,262
-2% -$107K 2.17% 11
2021
Q4 		$4.88M Buy
91,308
+720
+0.8% +$37.5K 2.4% 10
2021
Q3 		$4.38M Buy
90,588
+6,132
+7% +$305K 2.36% 9
2021
Q2 		$4.04M Buy
84,456
+1,980
+2% +$89.9K 2.23% 9
2021
Q1 		$3.53M Buy
82,476
+6,798
+9% +$291K 2.09% 11
2020
Q4 		$3.19M Sell
75,678
-276
-0.4% -$11K 2.09% 12
2020
Q3 		$2.88M Sell
75,954
-54
-0.1% -$1.99K 2.25% 12
2020
Q2 		$2.56M Sell
76,008
-15,084
-17% -$464K 2.12% 13
2020
Q1 		$2.38M Sell
91,092
-9,702
-10% -$291K 2.53% 11
2019
Q4 		$3.06M Buy
+100,794
New +$2.91M 2.5% 12

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 $374B AUM 17.66% 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

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

Strategic Financial Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6.6% in Q1 2026, selling an estimated $390K and leaving 71,010 shares worth $5.17M. The position accounts for 2.23% of the portfolio, ranked #9.

Strategic Financial Partners first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.18M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Strategic Financial Partners held 71,010 shares of Vanguard Morningstar Growth ETF worth $5.17M as of Q1 2026.
  • Strategic Financial Partners sold 5,016 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $390K.
  • Vanguard Morningstar Growth ETF made up 2.23% of Strategic Financial Partners's portfolio in Q1 2026, its #9 holding.
  • Strategic Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Partners's Vanguard Morningstar Growth ETF position peaked at $6.18M in Q4 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.