Question 1

How many shares of VUG does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 2.2M shares of VUG (VANGUARD GROWTH ETF).

Question 2

What is &PARTNERS's VUG position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's VUG position is worth $186.1M.

Question 3

Is &PARTNERS buying or selling VUG?

Accepted Answer

In 2026-Q2, &PARTNERS increased their VUG position (+572.8% change in shares).

Question 4

When did &PARTNERS first buy VUG?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in VUG in 2024-Q3. They have held the position across 11 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2.2M	+572.8%	$186.1M	0.8%	$86.14	69
2026-Q1	Increased	321,083	+6.8%	$140.5M	0.7%	$72.72	46
2025-Q4	Increased	300,632	+26.9%	$146.7M	0.8%	$81.13	53
2025-Q3	Increased	236,970	+5.1%	$113.6M	0.7%	$79.68	45
2025-Q2	Increased	225,385	+8.8%	$98.9M	0.8%	$72.75	46
2025-Q1	Increased	207,176	+34.2%	$76.7M	0.8%	$61.47	54
2024-Q4	Increased	154,359	+101.4%	$64.3M	0.8%	$67.95	67
2024-Q3	Increased	76,647	+135.7%	$29.4M	0.6%	$63.48	65

VUGShowing 8 of 11 quarters

VUG
Showing 8 of 11 quarters