Traction Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Traction Financial 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	$1.03M	Sell	11,904 -2,916	-20%	-$245K	0.54%	25
2026 Q1	$1.08M	Sell	14,820 -120	-0.8%	-$9.34K	0.66%	21
2025 Q4	$1.21M	Hold	14,940	–	–	0.72%	20
2025 Q3	$1.19M	Hold	14,940	–	–	0.74%	20
2025 Q2	$1.09M	Hold	14,940	–	–	0.74%	20
2025 Q1	$923K	Sell	14,940 -7,266	-33%	-$490K	0.72%	18
2024 Q4	$1.52M	Buy	22,206 +6	+0%	+$403	1.18%	15
2024 Q3	$1.42M	Buy	22,200 +6	+0%	+$372	1.11%	16
2024 Q2	$1.38M	Buy	22,194 +6	+0%	+$350	1%	17
2024 Q1	$1.27M	Buy	22,188 +2,922	+15%	+$161K	0.99%	17
2023 Q4	$998K	Buy	+19,266	New	+$930K	0.67%	22

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

Traction Financial Partners's VUG Position: Q2 2026 in Review

Traction Financial Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 20% in Q2 2026, selling an estimated $245K and leaving 11,904 shares worth $1.03M. The position accounts for 0.54% of the portfolio, ranked #25.

Traction Financial Partners first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q4 2024. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Traction Financial Partners held 11,904 shares of Vanguard Morningstar Growth ETF worth $1.03M as of Q2 2026.
Traction Financial Partners sold 2,916 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $245K.
Vanguard Morningstar Growth ETF made up 0.54% of Traction Financial Partners's portfolio in Q2 2026, its #25 holding.
Traction Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Traction Financial Partners's Vanguard Morningstar Growth ETF position peaked at $1.52M in Q4 2024.
2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Traction Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.