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

Wealth Management 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 		$986K Sell
11,446
-734
-6% -$61.8K 0.23% 80
2026
Q1 		$887K Sell
12,180
-360
-3% -$28K 0.25% 78
2025
Q4 		$1.02M Sell
12,540
-396
-3% -$32.1K 0.29% 73
2025
Q3 		$1.03M Buy
12,936
+360
+3% +$27.5K 0.33% 62
2025
Q2 		$920K Buy
12,576
+300
+2% +$19.8K 0.33% 66
2025
Q1 		$759K Buy
12,276
+96
+0.8% +$6.47K 0.35% 61
2024
Q4 		$833K Buy
12,180
+1,842
+18% +$124K 0.36% 59
2024
Q3 		$662K Sell
10,338
-1,830
-15% -$113K 0.31% 65
2024
Q2 		$758K Buy
12,168
+264
+2% +$15.4K 0.37% 53
2024
Q1 		$683K Sell
11,904
-630
-5% -$34.6K 0.35% 60
2023
Q4 		$649K Buy
12,534
+114
+0.9% +$5.5K 0.36% 57
2023
Q3 		$564K Sell
12,420
-486
-4% -$23K 0.35% 57
2023
Q2 		$609K Hold
12,906
– – 0.38% 53
2023
Q1 		$537K Buy
12,906
+906
+8% +$35.2K 0.37% 59
2022
Q4 		$449K Hold
12,000
– – 0.37% 60
2022
Q3 		$423K Buy
12,000
+6,000
+100% +$241K 0.37% 59
2022
Q2 		$297K Hold
6,000
– – 0.26% 74
2022
Q1 		$383K Hold
6,000
– – 0.27% 68
2021
Q4 		$448K Sell
6,000
-2,376
-28% -$124K 0.31% 68
2021
Q3 		$405K Hold
8,376
– – 0.3% 68
2021
Q2 		$400K Hold
8,376
– – 0.28% 74
2021
Q1 		$373K Sell
8,376
-1,074
-11% -$45.9K 0.28% 73
2020
Q4 		$411K Buy
+9,450
New +$377K 0.32% 69

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

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

Wealth Management Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6% in Q2 2026, selling an estimated $61.8K and leaving 11,446 shares worth $986K. The position accounts for 0.23% of the portfolio, ranked #80.

Wealth Management Partners first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.03M in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wealth Management Partners held 11,446 shares of Vanguard Morningstar Growth ETF worth $986K as of Q2 2026.
  • Wealth Management Partners sold 734 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $61.8K.
  • Vanguard Morningstar Growth ETF made up 0.23% of Wealth Management Partners's portfolio in Q2 2026, its #80 holding.
  • Wealth Management Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Wealth Management Partners's Vanguard Morningstar Growth ETF position peaked at $1.03M in Q3 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.