WealthShield 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 | $8.68M | Sell |
100,729
-7,493
| -7% | -$630K | 1.33% | 18 |
|
|
2026
Q1 | $7.88M | Buy |
108,222
+1,854
| +2% | +$144K | 0.88% | 26 |
|
|
2025
Q4 | $8.65M | Sell |
106,368
-1,908
| -2% | -$155K | 0.95% | 24 |
|
|
2025
Q3 | $8.66M | Buy |
108,276
+996
| +0.9% | +$76.1K | 0.98% | 24 |
|
|
2025
Q2 | $7.84M | Buy |
107,280
+4,722
| +5% | +$311K | 0.95% | 24 |
|
|
2025
Q1 | $6.34M | Buy |
102,558
+6,900
| +7% | +$465K | 0.81% | 31 |
|
|
2024
Q4 | $6.54M | Sell |
95,658
-1,530
| -2% | -$103K | 0.93% | 30 |
|
|
2024
Q3 | $6.22M | Buy |
97,188
+3,714
| +4% | +$230K | 0.84% | 29 |
|
|
2024
Q2 | $5.83M | Buy |
93,474
+2,616
| +3% | +$153K | 0.89% | 28 |
|
|
2024
Q1 | $5.21M | Buy |
90,858
+2,490
| +3% | +$137K | 0.84% | 30 |
|
|
2023
Q4 | $4.58M | Sell |
88,368
-271,518
| -75% | -$13.1M | 0.75% | 33 |
|
|
2023
Q3 | $16.3M | Buy |
359,886
+61,254
| +21% | +$2.89M | 2.46% | 5 |
|
|
2023
Q2 | $14.1M | Buy |
298,632
+21,036
| +8% | +$912K | 2.12% | 5 |
|
|
2023
Q1 | $11.5M | Buy |
277,596
+29,064
| +12% | +$1.13M | 1.86% | 7 |
|
|
2022
Q4 | $8.83M | Buy |
248,532
+27,402
| +12% | +$1.01M | 1.69% | 9 |
|
|
2022
Q3 | $7.88M | Buy |
221,130
+33,432
| +18% | +$1.34M | 1.56% | 12 |
|
|
2022
Q2 | $6.97M | Buy |
187,698
+46,764
| +33% | +$1.92M | 1.38% | 15 |
|
|
2022
Q1 | $6.75M | Sell |
140,934
-150,090
| -52% | -$7.1M | 1.08% | 21 |
|
|
2021
Q4 | $15.6M | Buy |
291,024
+225,438
| +344% | +$11.7M | 2.59% | 5 |
|
|
2021
Q3 | $3.17M | Sell |
65,586
-175,596
| -73% | -$8.74M | 0.85% | 37 |
|
|
2021
Q2 | $11.5M | Buy |
241,182
+175,428
| +267% | +$7.97M | 1.81% | 14 |
|
|
2021
Q1 | $2.82M | Buy |
65,754
+17,928
| +37% | +$767K | 0.51% | 58 |
|
|
2020
Q4 | $2.02M | Buy |
47,826
+9,666
| +25% | +$386K | 0.37% | 63 |
|
|
2020
Q3 | $1.45M | Buy |
38,160
+5,472
| +17% | +$202K | 0.51% | 53 |
|
|
2020
Q2 | $1.1M | Buy |
32,688
+13,788
| +73% | +$424K | 0.51% | 48 |
|
|
2020
Q1 | $494K | Sell |
18,900
-222
| -1% | -$6.65K | 0.3% | 74 |
|
|
2019
Q4 | $581K | Buy |
19,122
+624
| +3% | +$18K | 0.28% | 81 |
|
|
2019
Q3 | $513K | Buy |
18,498
+912
| +5% | +$25.3K | 0.27% | 85 |
|
|
2019
Q2 | $479K | Buy |
17,586
+2,904
| +20% | +$77.6K | 0.28% | 85 |
|
|
2019
Q1 | $383K | Buy |
14,682
+804
| +6% | +$19.8K | 0.21% | 89 |
|
|
2018
Q4 | $311K | Buy |
13,878
+3,492
| +34% | +$84.6K | 0.21% | 89 |
|
|
2018
Q3 | $280K | Buy |
10,386
+936
| +10% | +$24.5K | 0.16% | 96 |
|
|
2018
Q2 | $236K | Sell |
9,450
-480
| -5% | -$11.8K | 0.14% | 107 |
|
|
2018
Q1 | $235K | Hold |
9,930
| – | – | 0.15% | 106 |
|
|
2017
Q4 | $235K | Buy |
+9,930
| New | +$228K | 0.14% | 117 |
|
Other funds holding VUG
EWA
WealthShield Partners's VUG Position: Q2 2026 in Review
WealthShield Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6.9% in Q2 2026, selling an estimated $630K and leaving 100,729 shares worth $8.68M. The position accounts for 1.33% of the portfolio, ranked #18.
WealthShield Partners first reported a position in VUG in Q4 2017 and has held it in 35 quarters since. The position peaked at $16.3M in Q3 2023. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- WealthShield Partners held 100,729 shares of Vanguard Morningstar Growth ETF worth $8.68M as of Q2 2026.
- WealthShield Partners sold 7,493 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $630K.
- Vanguard Morningstar Growth ETF made up 1.33% of WealthShield Partners's portfolio in Q2 2026, its #18 holding.
- WealthShield Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 35 quarters since.
- WealthShield Partners's Vanguard Morningstar Growth ETF position peaked at $16.3M in Q3 2023.
- 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.