Symmetry Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Symmetry 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	$1.05M	Buy	12,144 +126	+1%	+$10.6K	0.05%	82
2026 Q1	$875K	Sell	12,018 -3,480	-22%	-$271K	0.05%	82
2025 Q4	$1.26M	Buy	15,498 +60	+0.4%	+$4.87K	0.07%	66
2025 Q3	$1.23M	Sell	15,438 -216	-1%	-$16.5K	0.13%	59
2025 Q2	$1.14M	Sell	15,654 -144	-0.9%	-$9.48K	0.14%	59
2025 Q1	$976K	Sell	15,798 -144	-0.9%	-$9.71K	0.14%	62
2024 Q4	$1.09M	Sell	15,942 -264	-2%	-$17.7K	0.16%	59
2024 Q3	$1.04M	Buy	+16,206	New	+$1M	0.25%	46

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

Symmetry Partners's VUG Position: Q2 2026 in Review

Symmetry Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 1% in Q2 2026, buying an estimated $10.6K and bringing the position to 12,144 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #82.

Symmetry Partners first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Symmetry Partners held 12,144 shares of Vanguard Morningstar Growth ETF worth $1.05M as of Q2 2026.
Symmetry Partners bought 126 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $10.6K.
Vanguard Morningstar Growth ETF made up 0.05% of Symmetry Partners's portfolio in Q2 2026, its #82 holding.
Symmetry Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
Symmetry Partners's Vanguard Morningstar Growth ETF position peaked at $1.26M in Q4 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.