Tide Cove Capital Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Tide Cove Capital 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	$9.9M	Sell	111,070 -552,746	-83%	-$46.5M	6.4%	5
2026 Q1	$9.19M	Buy	663,816 +529,854	+396%	+$41.2M	6.25%	5
2025 Q4	$10.6M	Buy	133,962 +14,628	+12%	+$1.19M	7.32%	4
2025 Q3	$9.87M	Sell	119,334 -84	-0.1%	-$6.42K	7.6%	4
2025 Q2	$9.07M	Buy	119,418 +2,076	+2%	+$137K	7.19%	4
2025 Q1	$7.25M	Sell	117,342 -726	-0.6%	-$49K	6.31%	7
2024 Q4	$7.96M	Buy	+118,068	New	+$7.93M	6.86%	4

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

Tide Cove Capital Partners's VUG Position: Q2 2026 in Review

Tide Cove Capital Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $46.5M and leaving 111,070 shares worth $9.9M. The position accounts for 6.4% of the portfolio, ranked #5.

Tide Cove Capital Partners first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6M in Q4 2025. 2,874 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Tide Cove Capital Partners held 111,070 shares of Vanguard Morningstar Growth ETF worth $9.9M as of Q2 2026.
Tide Cove Capital Partners sold 552,746 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $46.5M.
Vanguard Morningstar Growth ETF made up 6.4% of Tide Cove Capital Partners's portfolio in Q2 2026, its #5 holding.
Tide Cove Capital Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Tide Cove Capital Partners's Vanguard Morningstar Growth ETF position peaked at $10.6M in Q4 2025.
2,874 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Tide Cove Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.