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

Tribridge Partners Financial’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
Q1 		– Sell
-2,706
Closed -$220K – 81
2025
Q4 		$220K Sell
2,706
-282
-9% -$22.9K 0.09% 73
2025
Q3 		$241K Hold
2,988
– – 0.11% 59
2025
Q2 		$218K Buy
+2,988
New +$197K 0.13% 56

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Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tribridge Partners Financial's VUG Position: Q1 2026 in Review

Tribridge Partners Financial sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 2,706 shares — an estimated $220K sold.

Tribridge Partners Financial first reported a position in VUG in Q2 2025 and held it in 3 quarters. The position peaked at $241K in Q3 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Tribridge Partners Financial reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Tribridge Partners Financial sold 2,706 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $220K.
  • Tribridge Partners Financial first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and held it in 3 quarters.
  • Tribridge Partners Financial's Vanguard Morningstar Growth ETF position peaked at $241K in Q3 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Tribridge Partners Financial's 13F filing for Q1 2026, filed 15 Apr 2026.