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

Strategic 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 		$1.95M Sell
22,637
-2,017
-8% -$170K 0.12% 111
2026
Q1 		$1.79M Sell
24,654
-2,262
-8% -$176K 0.12% 116
2025
Q4 		$2.19M Buy
26,916
+10,716
+66% +$870K 0.15% 107
2025
Q3 		$1.29M Buy
16,200
+2,658
+20% +$203K 0.1% 141
2025
Q2 		$989K Buy
+13,542
New +$892K 0.08% 156
2024
Q4 		$695K Sell
9,774
-948
-9% -$63.7K 0.06% 176
2024
Q3 		$686K Sell
10,722
-1,044
-9% -$64.7K 0.07% 171
2024
Q2 		$733K Buy
11,766
+1,302
+12% +$75.9K 0.08% 163
2024
Q1 		$600K Sell
10,464
-2,394
-19% -$132K 0.07% 180
2023
Q4 		$666K Buy
12,858
+2,862
+29% +$138K 0.08% 160
2023
Q3 		$454K Sell
9,996
-444
-4% -$21K 0.06% 209
2023
Q2 		$492K Sell
10,440
-684
-6% -$29.7K 0.06% 207
2023
Q1 		$462K Sell
11,124
-4,890
-31% -$190K 0.07% 183
2022
Q4 		$569K Sell
16,014
-4,722
-23% -$174K 0.11% 158
2022
Q3 		$739K Buy
20,736
+582
+3% +$23.4K 0.16% 145
2022
Q2 		$749K Buy
20,154
+15,822
+365% +$650K 0.16% 139
2022
Q1 		$208K Sell
4,332
-18
-0.4% -$851 0.04% 240
2021
Q4 		$233K Sell
4,350
-138
-3% -$7.19K 0.04% 255
2021
Q3 		$217K Buy
+4,488
New +$223K 0.06% 223
2019
Q4 		– Sell
-5,340
Closed -$146 – 506
2019
Q3 		$146 Hold
5,340
– – ﹤0.01% 252
2019
Q2 		$145K Sell
5,340
-180
-3% -$4.81K 0.07% 152
2019
Q1 		$146K Buy
5,520
+1,020
+23% +$25.2K 0.07% 157
2018
Q4 		$106K Sell
4,500
-840
-16% -$20.3K 0.05% 168
2018
Q3 		$143K Sell
5,340
-1,362
-20% -$35.6K 0.08% 151
2018
Q2 		$167K Sell
6,702
-1,884
-22% -$46.2K 0.1% 156
2018
Q1 		$203K Sell
8,586
-90,492
-91% -$2.21M 0.1% 152
2017
Q4 		$2.27M Buy
+99,078
New +$2.27M 1.26% 18

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

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

Strategic Wealth Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 8.2% in Q2 2026, selling an estimated $170K and leaving 22,637 shares worth $1.95M. The position accounts for 0.12% of the portfolio, ranked #111.

Strategic Wealth Partners first reported a position in VUG in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.27M in Q4 2017. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Strategic Wealth Partners held 22,637 shares of Vanguard Morningstar Growth ETF worth $1.95M as of Q2 2026.
  • Strategic Wealth Partners sold 2,017 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $170K.
  • Vanguard Morningstar Growth ETF made up 0.12% of Strategic Wealth Partners's portfolio in Q2 2026, its #111 holding.
  • Strategic Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 27 quarters since.
  • Strategic Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $2.27M in Q4 2017.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.