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

Tyche 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	$333K	Buy	3,871 +199	+5%	+$16.7K	0.05%	244
2026 Q1	$267K	Hold	3,672	–	–	0.04%	290
2025 Q4	$299K	Sell	3,672 -312	-8%	-$25.3K	0.05%	263
2025 Q3	$318K	Sell	3,984 -180	-4%	-$13.8K	0.06%	228
2025 Q2	$304K	Sell	4,164 -2,490	-37%	-$164K	0.06%	215
2025 Q1	$411K	Hold	6,654	–	–	0.09%	156
2024 Q4	$455K	Buy	6,654 +90	+1%	+$6.05K	0.1%	169
2024 Q3	$420K	Hold	6,564	–	–	0.1%	150
2024 Q2	$409K	Hold	6,564	–	–	0.1%	153
2024 Q1	$377K	Sell	6,564 -1,128	-15%	-$62K	0.09%	169
2023 Q4	$399K	Buy	+7,692	New	+$371K	0.1%	178

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

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

Tyche Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.4% in Q2 2026, buying an estimated $16.7K and bringing the position to 3,871 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #244.

Tyche Wealth Partners first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $455K in Q4 2024. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Tyche Wealth Partners held 3,871 shares of Vanguard Morningstar Growth ETF worth $333K as of Q2 2026.
Tyche Wealth Partners bought 199 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $16.7K.
Vanguard Morningstar Growth ETF made up 0.05% of Tyche Wealth Partners's portfolio in Q2 2026, its #244 holding.
Tyche Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Tyche Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $455K in Q4 2024.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.