Wealthspire Advisors (New York)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wealthspire Advisors (New York)’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	$380M	Buy	4,415,332 +351,238	+9%	+$29.6M	2.09%	9
2026 Q1	$296M	Buy	4,064,094 +464,532	+13%	+$36.1M	2.32%	10
2025 Q4	$293M	Sell	3,599,562 -1,937,742	-35%	-$157M	2.33%	10
2025 Q3	$443M	Buy	5,537,304 +155,448	+3%	+$11.9M	2.31%	10
2025 Q2	$393M	Sell	5,381,856 -135,480	-2%	-$8.92M	2.21%	11
2025 Q1	$341M	Buy	5,517,336 +2,778,150	+101%	+$187M	2.04%	11
2024 Q4	$187M	Buy	2,739,186 +664,836	+32%	+$44.7M	1.86%	13
2024 Q3	$133M	Buy	2,074,350 +138,438	+7%	+$8.58M	1.35%	16
2024 Q2	$121M	Buy	1,935,912 +71,310	+4%	+$4.16M	1.55%	14
2024 Q1	$107M	Sell	1,864,602 -14,388	-0.8%	-$791K	1.43%	14
2023 Q4	$97.4M	Sell	1,878,990 -34,008	-2%	-$1.64M	1.38%	15
2023 Q3	$86.8M	Buy	1,912,998 +207,414	+12%	+$9.8M	1.43%	15
2023 Q2	$80.4M	Buy	1,705,584 +91,224	+6%	+$3.96M	1.31%	15
2023 Q1	$67.1M	Sell	1,614,360 -584,034	-27%	-$22.7M	1.15%	17
2022 Q4	$78.1M	Buy	2,198,394 +1,129,440	+106%	+$41.5M	1.42%	14
2022 Q3	$38.1M	Buy	1,068,954 +569,664	+114%	+$22.9M	0.8%	26
2022 Q2	$18.5M	Buy	499,290 +110,334	+28%	+$4.53M	0.39%	43
2022 Q1	$18.6M	Buy	388,956 +85,560	+28%	+$4.05M	0.42%	35
2021 Q4	$16.2M	Sell	303,396 -6,828	-2%	-$356K	0.36%	36
2021 Q3	$15M	Buy	310,224 +4,302	+1%	+$214K	0.31%	43
2021 Q2	$14.6M	Sell	305,922 -11,748	-4%	-$533K	0.38%	33
2021 Q1	$13.6M	Buy	317,670 +12,618	+4%	+$540K	0.32%	39
2020 Q4	$12.9M	Buy	305,052 +170,118	+126%	+$6.79M	0.38%	36
2020 Q3	$5.12M	Buy	134,934 +14,532	+12%	+$537K	0.3%	40
2020 Q2	$4.05M	Sell	120,402 -43,302	-26%	-$1.33M	0.28%	40
2020 Q1	$4.28M	Buy	+163,704	New	+$4.9M	0.18%	71

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 22.96% 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

Wealthspire Advisors (New York)'s VUG Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.6% in Q2 2026, buying an estimated $29.6M and bringing the position to 4,415,332 shares worth $380M. The position accounts for 2.09% of the portfolio, ranked #9.

Wealthspire Advisors (New York) first reported a position in VUG in Q1 2020 and has held it in 26 quarters since. The position peaked at $443M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Wealthspire Advisors (New York) held 4,415,332 shares of Vanguard Morningstar Growth ETF worth $380M as of Q2 2026.
Wealthspire Advisors (New York) bought 351,238 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $29.6M.
Vanguard Morningstar Growth ETF made up 2.09% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #9 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 26 quarters since.
Wealthspire Advisors (New York)'s Vanguard Morningstar Growth ETF position peaked at $443M in Q3 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.