Baltimore-Washington Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Baltimore-Washington Financial Advisors’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	$27.5M	Buy	319,760 +8,654	+3%	+$728K	1.03%	35
2026 Q1	$22.6M	Buy	311,106 +14,082	+5%	+$1.1M	0.98%	37
2025 Q4	$24.2M	Buy	297,024 +19,794	+7%	+$1.61M	1%	37
2025 Q3	$22.2M	Buy	277,230 +9,684	+4%	+$740K	0.95%	40
2025 Q2	$19.5M	Sell	267,546 -2,952	-1%	-$194K	0.91%	42
2025 Q1	$16.7M	Buy	270,498 +20,964	+8%	+$1.41M	0.89%	42
2024 Q4	$17.1M	Buy	249,534 +33,120	+15%	+$2.22M	0.88%	41
2024 Q3	$13.8M	Buy	216,414 +16,014	+8%	+$993K	0.75%	48
2024 Q2	$12.5M	Buy	200,400 +15,924	+9%	+$929K	0.72%	48
2024 Q1	$10.6M	Buy	184,476 +11,052	+6%	+$608K	0.66%	51
2023 Q4	$8.99M	Buy	173,424 +15,276	+10%	+$737K	0.62%	55
2023 Q3	$7.18M	Buy	158,148 +10,830	+7%	+$512K	0.58%	59
2023 Q2	$6.95M	Buy	147,318 +91,470	+164%	+$3.97M	0.55%	56
2023 Q1	$2.32M	Buy	55,848 +8,526	+18%	+$332K	0.2%	86
2022 Q4	$1.68M	Buy	47,322 +19,266	+69%	+$709K	0.16%	85
2022 Q3	$1.34M	Buy	+28,056	New	+$1.13M	0.11%	89

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

Baltimore-Washington Financial Advisors's VUG Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.8% in Q2 2026, buying an estimated $728K and bringing the position to 319,760 shares worth $27.5M. The position accounts for 1.03% of the portfolio, ranked #35.

Baltimore-Washington Financial Advisors first reported a position in VUG in Q3 2022 and has held it in 16 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Baltimore-Washington Financial Advisors held 319,760 shares of Vanguard Morningstar Growth ETF worth $27.5M as of Q2 2026.
Baltimore-Washington Financial Advisors bought 8,654 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $728K.
Vanguard Morningstar Growth ETF made up 1.03% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #35 holding.
Baltimore-Washington Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2022 and has held it in 16 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.