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Wick Capital Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wick Capital 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 		$5.04M Sell
58,547
-193
-0.3% -$16.2K 0.76% 21
2026
Q1 		$4.28M Sell
58,740
-2,718
-4% -$211K 0.78% 23
2025
Q4 		$5M Buy
61,458
+24,462
+66% +$1.99M 0.9% 20
2025
Q3 		$2.96M Buy
36,996
+2,838
+8% +$217K 0.7% 23
2025
Q2 		$2.42M Buy
34,158
+3,582
+12% +$236K 0.63% 27
2025
Q1 		$1.89M Sell
30,576
-420
-1% -$28.3K 0.56% 25
2024
Q4 		$2.12M Buy
30,996
+3,792
+14% +$255K 0.63% 21
2024
Q3 		$1.74M Buy
27,204
+246
+0.9% +$15.2K 0.56% 21
2024
Q2 		$1.68M Buy
+26,958
New +$1.57M 0.58% 22
2024
Q1 		– Sell
-26,934
Closed -$1.4M – 71
2023
Q4 		$1.4M Buy
26,934
+20,214
+301% +$976K 0.58% 22
2023
Q3 		$305K Buy
6,720
+240
+4% +$11.3K 0.17% 50
2023
Q2 		$306K Buy
6,480
+6
+0.1% +$260 0.18% 41
2023
Q1 		$269K Buy
+6,474
New +$252K 0.15% 53
2022
Q2 		– Sell
-6,246
Closed -$299K – 69
2022
Q1 		$299K Buy
6,246
+930
+17% +$44K 0.2% 39
2021
Q4 		$284K Buy
+5,316
New +$277K 0.22% 49

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

Wick Capital Partners's VUG Position: Q2 2026 in Review

Wick Capital Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.33% in Q2 2026, selling an estimated $16.2K and leaving 58,547 shares worth $5.04M. The position accounts for 0.76% of the portfolio, ranked #21.

Wick Capital Partners first reported a position in VUG in Q4 2021 and has held it in 15 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wick Capital Partners held 58,547 shares of Vanguard Morningstar Growth ETF worth $5.04M as of Q2 2026.
  • Wick Capital Partners sold 193 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $16.2K.
  • Vanguard Morningstar Growth ETF made up 0.76% of Wick Capital Partners's portfolio in Q2 2026, its #21 holding.
  • Wick Capital Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 15 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.