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

TFO 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	$302K	Sell	3,510 -1,374	-28%	-$116K	0.03%	60
2026 Q1	$356K	Buy	+4,884	New	+$380K	0.05%	53
2023 Q4	–	Sell	-1,356	Closed	-$63.9K	–	1098
2023 Q3	$63.9K	Buy	+1,356	New	+$64K	0.01%	77
2022 Q3	–	Sell	-3,330	Closed	-$124K	–	493
2022 Q2	$124K	Buy	3,330 +3,234	+3,369%	+$133K	0.03%	54
2022 Q1	$5K	Buy	+96	New	+$4.54K	﹤0.01%	103
2020 Q4	–	Sell	-486	Closed	-$18K	–	172
2020 Q3	$18K	Buy	+486	New	+$17.9K	0.01%	64

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

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

TFO Wealth Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 28% in Q2 2026, selling an estimated $116K and leaving 3,510 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #60.

TFO Wealth Partners first reported a position in VUG in Q3 2020 and has held it in 6 quarters since. The position peaked at $356K in Q1 2026. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

TFO Wealth Partners held 3,510 shares of Vanguard Morningstar Growth ETF worth $302K as of Q2 2026.
TFO Wealth Partners sold 1,374 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $116K.
Vanguard Morningstar Growth ETF made up 0.03% of TFO Wealth Partners's portfolio in Q2 2026, its #60 holding.
TFO Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 6 quarters since.
TFO Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $356K in Q1 2026.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.