Twin Focus Capital Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Twin Focus 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	$9.66M	Buy	112,180 +1,942	+2%	+$163K	0.98%	28
2026 Q1	$8.03M	Buy	110,238 +20,046	+22%	+$1.56M	0.92%	27
2025 Q4	$7.33M	Sell	90,192 -2,406	-3%	-$195K	0.85%	32
2025 Q3	$7.4M	Hold	92,598	–	–	0.94%	29
2025 Q2	$6.77M	Buy	92,598 +3,144	+4%	+$207K	0.95%	29
2025 Q1	$5.53M	Sell	89,454 -18,900	-17%	-$1.27M	0.86%	31
2024 Q4	$7.41M	Buy	108,354 +5,670	+6%	+$381K	1.1%	25
2024 Q3	$6.57M	Buy	102,684 +3,600	+4%	+$223K	1.04%	26
2024 Q2	$6.18M	Buy	99,084 +11,826	+14%	+$690K	0.99%	26
2024 Q1	$5.01M	Buy	87,258 +3,324	+4%	+$183K	0.95%	30
2023 Q4	$4.35M	Buy	83,934 +4,704	+6%	+$227K	0.88%	33
2023 Q3	$3.6M	Buy	79,230 +13,914	+21%	+$657K	0.81%	38
2023 Q2	$3.08M	Sell	65,316 -45,630	-41%	-$1.98M	0.62%	41
2023 Q1	$4.61M	Sell	110,946 -11,028	-9%	-$429K	0.91%	35
2022 Q4	$4.33M	Sell	121,974 -12,954	-10%	-$477K	0.9%	37
2022 Q3	$4.81M	Buy	134,928 +3,456	+3%	+$139K	1.16%	31
2022 Q2	$4.88M	Buy	131,472 +16,212	+14%	+$666K	1.1%	30
2022 Q1	$5.53M	Buy	115,260 +20,436	+22%	+$967K	1.07%	30
2021 Q4	$5.07M	Buy	94,824 +1,416	+2%	+$73.8K	1.02%	28
2021 Q3	$4.52M	Buy	93,408 +17,400	+23%	+$866K	1.05%	25
2021 Q2	$3.63M	Buy	76,008 +34,062	+81%	+$1.55M	0.84%	27
2021 Q1	$1.8M	Buy	41,946 +16,986	+68%	+$727K	0.51%	36
2020 Q4	$1.05M	Buy	24,960 +14,100	+130%	+$563K	0.32%	50
2020 Q3	$412K	Hold	10,860	–	–	0.15%	82
2020 Q2	$366K	Sell	10,860 -3,000	-22%	-$92.3K	0.15%	86
2020 Q1	$362K	Hold	13,860	–	–	0.17%	89
2019 Q4	$421K	Buy	13,860 +2,400	+21%	+$69.3K	0.14%	113
2019 Q3	$318K	Buy	11,460 +3,900	+52%	+$108K	0.13%	102
2019 Q2	$206K	Buy	+7,560	New	+$202K	0.09%	132
2018 Q4	–	Sell	-14,478	Closed	-$389K	–	120
2018 Q3	$389K	Hold	14,478	–	–	0.2%	63
2018 Q2	$361K	Sell	14,478 -1,350	-9%	-$33.1K	0.18%	68
2018 Q1	$374K	Hold	15,828	–	–	0.19%	65
2017 Q4	$371K	Sell	15,828 -480	-3%	-$11K	0.19%	65
2017 Q3	$361K	Hold	16,308	–	–	0.19%	64
2017 Q2	$345K	Buy	16,308 +750	+5%	+$15.7K	0.19%	63
2017 Q1	$315K	Buy	+15,558	New	+$307K	0.19%	64
2014 Q4	–	Sell	-6,468	Closed	-$107K	–	132
2014 Q3	$107K	Buy	+6,468	New	+$108K	0.11%	98

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

Twin Focus Capital Partners's VUG Position: Q2 2026 in Review

Twin Focus Capital Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.8% in Q2 2026, buying an estimated $163K and bringing the position to 112,180 shares worth $9.66M. The position accounts for 0.98% of the portfolio, ranked #28.

Twin Focus Capital Partners first reported a position in VUG in Q3 2014 and has held it in 37 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Twin Focus Capital Partners held 112,180 shares of Vanguard Morningstar Growth ETF worth $9.66M as of Q2 2026.
Twin Focus Capital Partners bought 1,942 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $163K.
Vanguard Morningstar Growth ETF made up 0.98% of Twin Focus Capital Partners's portfolio in Q2 2026, its #28 holding.
Twin Focus Capital Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2014 and has held it in 37 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Twin Focus Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.