Alpine Woods Capital Investors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Alpine Woods Capital Investors’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	$827K	Hold	9,600	–	–	0.18%	108
2026 Q1	$699K	Hold	9,600	–	–	0.17%	97
2025 Q4	$781K	Hold	9,600	–	–	0.19%	97
2025 Q3	$767K	Hold	9,600	–	–	0.18%	94
2025 Q2	$701K	Hold	9,600	–	–	0.17%	101
2025 Q1	$593K	Hold	9,600	–	–	0.15%	106
2024 Q4	$657K	Hold	9,600	–	–	0.12%	122
2024 Q3	$654K	Hold	9,600	–	–	0.11%	128
2024 Q2	$598K	Hold	9,600	–	–	0.09%	136
2024 Q1	$528K	Hold	9,600	–	–	0.1%	133
2023 Q4	$497K	Hold	9,600	–	–	0.07%	131
2023 Q3	$436K	Hold	9,600	–	–	0.07%	127
2023 Q2	$453K	Hold	9,600	–	–	0.07%	125
2023 Q1	$399K	Hold	9,600	–	–	0.06%	139
2022 Q4	$341K	Hold	9,600	–	–	0.05%	152
2022 Q3	$342K	Hold	9,600	–	–	0.05%	164
2022 Q2	$357K	Hold	9,600	–	–	0.04%	164
2022 Q1	$460K	Sell	9,600 -3,600	-27%	-$170K	0.05%	168
2021 Q4	$706K	Hold	13,200	–	–	0.07%	159
2021 Q3	$638K	Hold	13,200	–	–	0.07%	170
2021 Q2	$631K	Hold	13,200	–	–	0.07%	172
2021 Q1	$565K	Hold	13,200	–	–	0.06%	179
2020 Q4	$557K	Sell	13,200 -47,724	-78%	-$1.9M	0.07%	177
2020 Q3	$2.31M	Hold	60,924	–	–	0.35%	97
2020 Q2	$2.05M	Hold	60,924	–	–	0.4%	79
2020 Q1	$1.59M	Buy	60,924 +20,724	+52%	+$621K	0.35%	80
2019 Q4	$1.22M	Hold	40,200	–	–	0.23%	99
2019 Q3	$1.11M	Hold	40,200	–	–	0.21%	101
2019 Q2	$1.09M	Hold	40,200	–	–	0.23%	105
2019 Q1	$1.05M	Sell	40,200 -18,000	-31%	-$444K	0.23%	104
2018 Q4	$1.3M	Buy	58,200 +40,200	+223%	+$974K	0.31%	79
2018 Q3	$483K	Hold	18,000	–	–	0.1%	156
2018 Q2	$449K	Buy	+18,000	New	+$441K	0.1%	159

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

Alpine Woods Capital Investors's VUG Position: Q2 2026 in Review

Alpine Woods Capital Investors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 9,600 shares worth $827K. The position accounts for 0.18% of the portfolio, ranked #108.

Alpine Woods Capital Investors first reported a position in VUG in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.31M in Q3 2020. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Alpine Woods Capital Investors held 9,600 shares of Vanguard Morningstar Growth ETF worth $827K as of Q2 2026.
Alpine Woods Capital Investors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.18% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #108 holding.
Alpine Woods Capital Investors first reported a position in Vanguard Morningstar Growth ETF in Q2 2018 and has held it in 33 quarters since.
Alpine Woods Capital Investors's Vanguard Morningstar Growth ETF position peaked at $2.31M in Q3 2020.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.