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Wealthspan Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wealthspan 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 		$39.2M Buy
454,623
+2,277
+0.5% +$192K 12.34% 1
2026
Q1 		$32.9M Sell
452,346
-2,184
-0.5% -$170K 11.6% 1
2025
Q4 		$37M Sell
454,530
-18,504
-4% -$1.5M 13.43% 1
2025
Q3 		$37.8M Sell
473,034
-8,532
-2% -$652K 14.43% 1
2025
Q2 		$35.2M Buy
481,566
+1,590
+0.3% +$105K 14.54% 1
2025
Q1 		$29.7M Sell
479,976
-432
-0.1% -$29.1K 13.7% 1
2024
Q4 		$32.9M Buy
480,408
+5,742
+1% +$386K 15.7% 1
2024
Q3 		$30.4M Buy
474,666
+9,930
+2% +$615K 14.99% 1
2024
Q2 		$29M Buy
464,736
+12,150
+3% +$709K 15.99% 1
2024
Q1 		$26M Buy
452,586
+12,114
+3% +$666K 15.3% 1
2023
Q4 		$22.8M Buy
440,472
+9,582
+2% +$463K 15.98% 1
2023
Q3 		$19.6M Buy
430,890
+14,832
+4% +$701K 15.45% 1
2023
Q2 		$19.6M Buy
416,058
+8,892
+2% +$386K 15.48% 1
2023
Q1 		$16.9M Buy
407,166
+3,150
+0.8% +$123K 14.47% 1
2022
Q4 		$14.3M Buy
404,016
+6,534
+2% +$240K 13.06% 1
2022
Q3 		$14.2M Buy
397,482
+17,388
+5% +$699K 14.67% 1
2022
Q2 		$14.1M Buy
380,094
+19,338
+5% +$794K 14.59% 1
2022
Q1 		$17.3M Sell
360,756
-4,332
-1% -$205K 15.68% 1
2021
Q4 		$19.5M Buy
+365,088
New +$19M 17.26% 1

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

Wealthspan Partners's VUG Position: Q2 2026 in Review

Wealthspan Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.5% in Q2 2026, buying an estimated $192K and bringing the position to 454,623 shares worth $39.2M. The position accounts for 12.34% of the portfolio, ranked #1.

Wealthspan Partners first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wealthspan Partners held 454,623 shares of Vanguard Morningstar Growth ETF worth $39.2M as of Q2 2026.
  • Wealthspan Partners bought 2,277 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $192K.
  • Vanguard Morningstar Growth ETF made up 12.34% of Wealthspan Partners's portfolio in Q2 2026, its #1 holding.
  • Wealthspan Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.