VVP
VUG icon

Venture Visionary Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Venture Visionary 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 		$80M Sell
929,025
-5,103
-0.5% -$429K 2.22% 8
2026
Q1 		$68M Sell
934,128
-30,198
-3% -$2.35M 2.26% 8
2025
Q4 		$78.5M Sell
964,326
-16,938
-2% -$1.37M 2.56% 6
2025
Q3 		$78.4M Sell
981,264
-59,340
-6% -$4.53M 2.69% 5
2025
Q2 		$76M Buy
1,040,604
+19,728
+2% +$1.3M 2.85% 3
2025
Q1 		$63.1M Buy
1,020,876
+45,276
+5% +$3.05M 2.64% 5
2024
Q4 		$66.7M Buy
975,600
+24,432
+3% +$1.64M 2.83% 4
2024
Q3 		$60.9M Buy
951,168
+40,182
+4% +$2.49M 2.64% 5
2024
Q2 		$56.8M Buy
910,986
+7,140
+0.8% +$416K 2.61% 5
2024
Q1 		$51.9M Buy
903,846
+80,646
+10% +$4.43M 2.46% 5
2023
Q4 		$42.7M Buy
823,200
+16,314
+2% +$787K 2.25% 6
2023
Q3 		$36.6M Buy
806,886
+29,766
+4% +$1.41M 2.2% 5
2023
Q2 		$36.6M Sell
777,120
-24,912
-3% -$1.08M 2.16% 6
2023
Q1 		$33.3M Buy
802,032
+52,512
+7% +$2.04M 2.11% 7
2022
Q4 		$26.6M Buy
749,520
+139,020
+23% +$5.11M 1.93% 9
2022
Q3 		$21.8M Buy
610,500
+29,040
+5% +$1.17M 1.77% 10
2022
Q2 		$21.6M Buy
581,460
+9,612
+2% +$395K 1.64% 9
2022
Q1 		$27.4M Sell
571,848
-77,154
-12% -$3.65M 1.83% 9
2021
Q4 		$34.7M Buy
649,002
+6,012
+0.9% +$313K 2.26% 6
2021
Q3 		$31.1M Buy
642,990
+35,634
+6% +$1.77M 2.22% 7
2021
Q2 		$29M Sell
607,356
-5,688
-0.9% -$258K 2.33% 8
2021
Q1 		$26.3M Buy
613,044
+29,046
+5% +$1.24M 2.19% 7
2020
Q4 		$24.7M Buy
583,998
+42,918
+8% +$1.71M 2.71% 5
2020
Q3 		$20.9M Buy
541,080
+22,824
+4% +$843K 5.08% 2
2020
Q2 		$17.5M Buy
518,256
+16,770
+3% +$516K 5.08% 3
2020
Q1 		$13.1M Buy
501,486
+66,264
+15% +$1.98M 4.94% 3
2019
Q4 		$13.2M Buy
+435,222
New +$12.6M 4.01% 5

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

Venture Visionary Partners's VUG Position: Q2 2026 in Review

Venture Visionary Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.55% in Q2 2026, selling an estimated $429K and leaving 929,025 shares worth $80M. The position accounts for 2.22% of the portfolio, ranked #8.

Venture Visionary Partners first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Venture Visionary Partners held 929,025 shares of Vanguard Morningstar Growth ETF worth $80M as of Q2 2026.
  • Venture Visionary Partners sold 5,103 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $429K.
  • Vanguard Morningstar Growth ETF made up 2.22% of Venture Visionary Partners's portfolio in Q2 2026, its #8 holding.
  • Venture Visionary Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.