WealthPLAN Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.25M | Buy |
+37,744
| New | +$3.18M | 0.62% | 41 |
|
|
2026
Q1 | – | Sell |
-4,716
| Closed | -$383K | – | 283 |
|
|
2025
Q4 | $383K | Hold |
4,716
| – | – | 0.06% | 210 |
|
|
2025
Q3 | $377K | Buy |
4,716
+144
| +3% | +$11K | 0.06% | 202 |
|
|
2025
Q2 | $334K | Sell |
4,572
-342
| -7% | -$22.5K | 0.05% | 202 |
|
|
2025
Q1 | $304K | Hold |
4,914
| – | – | 0.04% | 214 |
|
|
2024
Q4 | $336K | Sell |
4,914
-4,692
| -49% | -$315K | 0.05% | 204 |
|
|
2024
Q3 | $615K | Hold |
9,606
| – | – | 0.08% | 159 |
|
|
2024
Q2 | $599K | Buy |
9,606
+4,692
| +95% | +$274K | 0.06% | 190 |
|
|
2024
Q1 | $282K | Sell |
4,914
-324
| -6% | -$17.8K | 0.03% | 266 |
|
|
2023
Q4 | $271K | Sell |
5,238
-336
| -6% | -$16.2K | 0.03% | 276 |
|
|
2023
Q3 | $253K | Buy |
5,574
+678
| +14% | +$32K | 0.03% | 277 |
|
|
2023
Q2 | $231K | Sell |
4,896
-342
| -7% | -$14.8K | 0.03% | 271 |
|
|
2023
Q1 | $218K | Sell |
5,238
-2,538
| -33% | -$98.7K | 0.02% | 291 |
|
|
2022
Q4 | $315K | Buy |
+7,776
| New | +$286K | 0.02% | 307 |
|
|
2022
Q1 | $725K | Sell |
17,364
-732
| -4% | -$34.6K | 0.05% | 206 |
|
|
2021
Q4 | $877K | Buy |
18,096
+1,950
| +12% | +$102K | 0.06% | 188 |
|
|
2021
Q3 | $862K | Buy |
16,146
+2,088
| +15% | +$104K | 0.06% | 184 |
|
|
2021
Q2 | $695K | Sell |
14,058
-456
| -3% | -$20.7K | 0.05% | 196 |
|
|
2021
Q1 | $651K | Sell |
14,514
-654
| -4% | -$28K | 0.05% | 193 |
|
|
2020
Q4 | $667K | Buy |
15,168
+2,076
| +16% | +$82.9K | 0.06% | 181 |
|
|
2020
Q3 | $516K | Buy |
13,092
+1,164
| +10% | +$43K | 0.05% | 193 |
|
|
2020
Q2 | $444K | Buy |
11,928
+2,622
| +28% | +$80.6K | 0.05% | 200 |
|
|
2020
Q1 | $282K | Hold |
9,306
| – | – | 0.04% | 205 |
|
|
2019
Q4 | $309K | Hold |
9,306
| – | – | 0.04% | 199 |
|
|
2019
Q3 | $269K | Hold |
9,306
| – | – | 0.04% | 204 |
|
|
2019
Q2 | $257K | Buy |
+9,306
| New | +$249K | 0.04% | 199 |
|
|
2017
Q2 | – | Sell |
-1,920
| Closed | -$38.7K | – | 423 |
|
|
2017
Q1 | $38.7K | Buy |
+1,920
| New | +$37.9K | 0.13% | 132 |
|
|
2016
Q3 | $38.6K | Sell |
2,076
-2,178
| -51% | -$40.5K | 0.01% | 380 |
|
|
2016
Q2 | $37.1K | Buy |
+4,254
| New | +$75.7K | ﹤0.01% | 1062 |
|
|
2015
Q4 | $72.5K | Buy |
+12,240
| New | +$219K | 0.01% | 517 |
|
|
2015
Q2 | $34K | Hold |
1,920
| – | – | 0.01% | 216 |
|
|
2015
Q1 | $33K | Buy |
+1,920
| New | +$34K | 0.02% | 278 |
|
Other funds holding VUG
EWA
WealthPLAN Partners's VUG Position: Q2 2026 in Review
WealthPLAN Partners opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 37,744 shares worth $3.25M. The stake represents 0.62% of the portfolio and ranks #41 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in VUG as recently as Q4 2025.
WealthPLAN Partners first reported a position in VUG in Q1 2015 and has held it in 32 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- WealthPLAN Partners held 37,744 shares of Vanguard Morningstar Growth ETF worth $3.25M as of Q2 2026.
- Vanguard Morningstar Growth ETF was a new WealthPLAN Partners position in Q2 2026.
- Vanguard Morningstar Growth ETF made up 0.62% of WealthPLAN Partners's portfolio in Q2 2026, its #41 holding.
- WealthPLAN Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2015 and has held it in 32 quarters since.
- 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.