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

Westmount 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 		$3.72M Sell
43,134
-6,984
-14% -$588K 0.81% 22
2026
Q1 		$3.65M Buy
50,118
+28,584
+133% +$2.22M 0.9% 20
2025
Q4 		$1.75M Buy
21,534
+18
+0.1% +$1.46K 0.44% 51
2025
Q3 		$1.73M Buy
21,516
+30
+0.1% +$2.29K 0.45% 48
2025
Q2 		$1.57M Buy
21,486
+18
+0.1% +$1.19K 0.43% 52
2025
Q1 		$1.33M Buy
21,468
+1,704
+9% +$115K 0.4% 53
2024
Q4 		$1.35M Buy
19,764
+12
+0.1% +$806 0.41% 51
2024
Q3 		$1.26M Buy
19,752
+6
+0% +$372 0.38% 54
2024
Q2 		$1.24M Sell
19,746
-6
-0% -$350 0.41% 48
2024
Q1 		$1.13M Sell
19,752
-168
-0.8% -$9.24K 0.41% 52
2023
Q4 		$1.03M Buy
19,920
+408
+2% +$19.7K 0.42% 56
2023
Q3 		$886K Sell
19,512
-264
-1% -$12.5K 0.39% 58
2023
Q2 		$933K Sell
19,776
-1,098
-5% -$47.6K 0.41% 53
2023
Q1 		$868K Sell
20,874
-930
-4% -$36.2K 0.4% 52
2022
Q4 		$774K Buy
+21,804
New +$802K 0.4% 58

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

Westmount Partners's VUG Position: Q2 2026 in Review

Westmount Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 14% in Q2 2026, selling an estimated $588K and leaving 43,134 shares worth $3.72M. The position accounts for 0.81% of the portfolio, ranked #22.

Westmount Partners first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Westmount Partners held 43,134 shares of Vanguard Morningstar Growth ETF worth $3.72M as of Q2 2026.
  • Westmount Partners sold 6,984 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $588K.
  • Vanguard Morningstar Growth ETF made up 0.81% of Westmount Partners's portfolio in Q2 2026, its #22 holding.
  • Westmount Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.