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

Triad 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 		$9.77M Sell
112,192
-3,368
-3% -$283K 0.58% 31
2026
Q1 		$8.41M Buy
115,560
+15,852
+16% +$1.23M 0.67% 33
2025
Q4 		$8.11M Buy
99,708
+2,256
+2% +$183K 0.77% 34
2025
Q3 		$7.79M Buy
97,452
+84,186
+635% +$6.43M 1% 29
2025
Q2 		$969K Buy
13,266
+7,344
+124% +$484K 0.2% 91
2025
Q1 		$366K Sell
5,922
-420
-7% -$28.3K 0.11% 134
2024
Q4 		$434K Buy
+6,342
New +$426K 0.16% 102
2024
Q3 		– Sell
-348
Closed -$21.7K – 921
2024
Q2 		$21.7K Buy
+348
New +$20.3K 0.01% 331

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Triad Wealth Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q2 2026, selling an estimated $283K and leaving 112,192 shares worth $9.77M. The position accounts for 0.58% of the portfolio, ranked #31.

Triad Wealth Partners first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Triad Wealth Partners held 112,192 shares of Vanguard Morningstar Growth ETF worth $9.77M as of Q2 2026.
  • Triad Wealth Partners sold 3,368 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $283K.
  • Vanguard Morningstar Growth ETF made up 0.58% of Triad Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • Triad Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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