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Aegon USA Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Aegon USA Investment Management’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 		$383K Sell
4,442
-1,300
-23% -$109K 0.27% 31
2026
Q1 		$418K Hold
5,742
– – 0.33% 30
2025
Q4 		$467K Hold
5,742
– – 0.33% 30
2025
Q3 		$459K Sell
5,742
-1,170
-17% -$89.4K 0.31% 31
2025
Q2 		$505K Hold
6,912
– – 0.38% 29
2025
Q1 		$427K Buy
6,912
+900
+15% +$60.7K 0.34% 28
2024
Q4 		$411K Hold
6,012
– – 0.32% 28
2024
Q3 		$385K Buy
+6,012
New +$373K 0.29% 27
2015
Q3 		– Sell
-6,750,756
Closed -$123M – 53
2015
Q2 		$123M Sell
6,750,756
-12,900,912
-66% -$234M 0.92% 12
2015
Q1 		$343M Buy
19,651,668
+2,118,480
+12% +$37.6M 2.47% 8
2014
Q4 		$305M Sell
17,533,188
-5,441,790
-24% -$92.5M 2.35% 8
2014
Q3 		$382M Sell
22,974,978
-196,026
-0.8% -$3.26M 3.22% 7
2014
Q2 		$382M Buy
23,171,004
+10,283,592
+80% +$163M 3.46% 7
2014
Q1 		$201M Buy
12,887,412
+910,590
+8% +$14.1M 2.01% 11
2013
Q4 		$186M Sell
11,976,822
-533,664
-4% -$7.88M 2.02% 12
2013
Q3 		$176M Buy
12,510,486
+2,047,620
+20% +$28.2M 2.18% 12
2013
Q2 		$136M Buy
+10,462,866
New +$138M 1.95% 15

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Aegon USA Investment Management's VUG Position: Q2 2026 in Review

Aegon USA Investment Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 23% in Q2 2026, selling an estimated $109K and leaving 4,442 shares worth $383K. The position accounts for 0.27% of the portfolio, ranked #31.

Aegon USA Investment Management first reported a position in VUG in Q2 2013 and has held it in 17 quarters since. The position peaked at $382M in Q2 2014. 1,427 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Aegon USA Investment Management held 4,442 shares of Vanguard Morningstar Growth ETF worth $383K as of Q2 2026.
  • Aegon USA Investment Management sold 1,300 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $109K.
  • Vanguard Morningstar Growth ETF made up 0.27% of Aegon USA Investment Management's portfolio in Q2 2026, its #31 holding.
  • Aegon USA Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 17 quarters since.
  • Aegon USA Investment Management's Vanguard Morningstar Growth ETF position peaked at $382M in Q2 2014.
  • 1,427 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Aegon USA Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.