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Arlington Trust’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Arlington Trust’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 		$264K Buy
3,060
+3,006
+5,567% +$253K 0.02% 96
2026
Q1 		$3.93K Sell
54
-864
-94% -$67.2K ﹤0.01% 564
2025
Q4 		$74.6K Sell
918
-2,250
-71% -$183K 0.01% 167
2025
Q3 		$253K Hold
3,168
– – 0.05% 154
2025
Q2 		$231K Buy
3,168
+870
+38% +$57.3K 0.05% 160
2025
Q1 		$142K Buy
2,298
+2,244
+4,156% +$151K 0.03% 214
2024
Q4 		$3.69K Hold
54
– – ﹤0.01% 521
2024
Q3 		$3.46K Hold
54
– – ﹤0.01% 511
2024
Q2 		$3.37K Hold
54
– – ﹤0.01% 499
2024
Q1 		$3.1K Hold
54
– – ﹤0.01% 451
2023
Q4 		$2.8K Buy
+54
New +$2.61K ﹤0.01% 566

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

Arlington Trust's VUG Position: Q2 2026 in Review

Arlington Trust increased its Vanguard Morningstar Growth ETF (VUG) stake by 5,567% in Q2 2026, buying an estimated $253K and bringing the position to 3,060 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #96.

Arlington Trust first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Arlington Trust held 3,060 shares of Vanguard Morningstar Growth ETF worth $264K as of Q2 2026.
  • Arlington Trust bought 3,006 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $253K.
  • Vanguard Morningstar Growth ETF made up 0.02% of Arlington Trust's portfolio in Q2 2026, its #96 holding.
  • Arlington Trust first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.