AlTi Global’s Vanguard Morningstar Growth ETF VUG Stock Holding History

AlTi Global’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	$4.8M	Hold	55,710	–	–	0.1%	108
2026 Q1	$4.06M	Hold	55,710	–	–	0.09%	107
2025 Q4	$4.53M	Hold	55,710	–	–	0.1%	104
2025 Q3	$4.46M	Sell	55,710 -12,294	-18%	-$939K	0.1%	113
2025 Q2	$4.97M	Sell	68,004 -19,086	-22%	-$1.26M	0.12%	103
2025 Q1	$5.38M	Sell	87,090 -41,136	-32%	-$2.77M	0.14%	83
2024 Q4	$8.77M	Buy	128,226 +10,872	+9%	+$730K	0.21%	58
2024 Q3	$7.51M	Buy	117,354 +54	+0%	+$3.35K	0.18%	72
2024 Q2	$7.32M	Sell	117,300 -258	-0.2%	-$15K	0.2%	57
2024 Q1	$6.74M	Buy	117,558 +54	+0%	+$2.97K	0.19%	71
2023 Q4	$6.09M	Buy	+117,504	New	+$5.67M	0.19%	73

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

AlTi Global's VUG Position: Q2 2026 in Review

AlTi Global held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 55,710 shares worth $4.8M. The position accounts for 0.1% of the portfolio, ranked #108.

AlTi Global first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.77M in Q4 2024. 2,038 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

AlTi Global held 55,710 shares of Vanguard Morningstar Growth ETF worth $4.8M as of Q2 2026.
AlTi Global left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.1% of AlTi Global's portfolio in Q2 2026, its #108 holding.
AlTi Global first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
AlTi Global's Vanguard Morningstar Growth ETF position peaked at $8.77M in Q4 2024.
2,038 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.