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

Wealthcare 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	$205K	Sell	2,375 -415	-15%	-$34.9K	0.08%	168
2026 Q1	$203K	Sell	2,790 -408	-13%	-$31.7K	0.1%	152
2025 Q4	$260K	Sell	3,198 -468	-13%	-$38K	0.12%	125
2025 Q3	$293K	Sell	3,666 -654	-15%	-$50K	0.13%	119
2025 Q2	$316K	Sell	4,320 -846	-16%	-$55.7K	0.16%	107
2025 Q1	$319K	Buy	5,166 +498	+11%	+$33.6K	0.16%	96
2024 Q4	$319K	Buy	+4,668	New	+$314K	0.17%	93

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 22.9% 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

Wealthcare Capital Partners's VUG Position: Q2 2026 in Review

Wealthcare Capital Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 15% in Q2 2026, selling an estimated $34.9K and leaving 2,375 shares worth $205K. The position accounts for 0.08% of the portfolio, ranked #168.

Wealthcare Capital Partners first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $319K in Q4 2024. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Wealthcare Capital Partners held 2,375 shares of Vanguard Morningstar Growth ETF worth $205K as of Q2 2026.
Wealthcare Capital Partners sold 415 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $34.9K.
Vanguard Morningstar Growth ETF made up 0.08% of Wealthcare Capital Partners's portfolio in Q2 2026, its #168 holding.
Wealthcare Capital Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's Vanguard Morningstar Growth ETF position peaked at $319K in Q4 2024.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.