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

Summit 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 		$9.96M Buy
115,570
+14,656
+15% +$1.23M 1.42% 21
2026
Q1 		$7.35M Buy
100,914
+16,944
+20% +$1.32M 1.16% 23
2025
Q4 		$6.83M Buy
83,970
+11,118
+15% +$902K 1.26% 24
2025
Q3 		$5.82M Buy
72,852
+9,300
+15% +$711K 1.05% 26
2025
Q2 		$4.64M Buy
63,552
+18,060
+40% +$1.19M 0.89% 28
2025
Q1 		$2.81M Buy
45,492
+15,570
+52% +$1.05M 0.57% 43
2024
Q4 		$2.05M Buy
29,922
+78
+0.3% +$5.24K 0.42% 49
2024
Q3 		$1.91M Buy
29,844
+4,080
+16% +$253K 0.37% 57
2024
Q2 		$1.61M Buy
25,764
+12,144
+89% +$708K 0.33% 60
2024
Q1 		$781K Sell
13,620
-450
-3% -$24.7K 0.17% 92
2023
Q4 		$729K Buy
14,070
+1,524
+12% +$73.6K 0.17% 92
2023
Q3 		$569K Sell
12,546
-666
-5% -$31.5K 0.15% 95
2023
Q2 		$623K Sell
13,212
-1,776
-12% -$77K 0.16% 91
2023
Q1 		$623K Sell
14,988
-6,096
-29% -$237K 0.16% 91
2022
Q4 		$749K Buy
21,084
+15,240
+261% +$561K 0.2% 76
2022
Q3 		$208K Buy
5,844
+30
+0.5% +$1.21K 0.06% 153
2022
Q2 		$216K Sell
5,814
-5,148
-47% -$211K 0.06% 154
2022
Q1 		$525K Buy
10,962
+5,610
+105% +$265K 0.12% 89
2021
Q4 		$286K Buy
+5,352
New +$279K 0.06% 134
2021
Q3 		– Sell
-4,632
Closed -$221K – 155
2021
Q2 		$221K Buy
+4,632
New +$210K 0.05% 149

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Summit Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 15% in Q2 2026, buying an estimated $1.23M and bringing the position to 115,570 shares worth $9.96M. The position accounts for 1.42% of the portfolio, ranked #21.

Summit Wealth Partners first reported a position in VUG in Q2 2021 and has held it in 20 quarters since. 1,697 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Summit Wealth Partners held 115,570 shares of Vanguard Morningstar Growth ETF worth $9.96M as of Q2 2026.
  • Summit Wealth Partners bought 14,656 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.23M.
  • Vanguard Morningstar Growth ETF made up 1.42% of Summit Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Summit Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,697 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.