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Bay Rivers Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bay Rivers Group’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 		$6.08M Buy
70,625
+1,853
+3% +$156K 2.08% 14
2026
Q1 		$5.01M Buy
68,772
+2,076
+3% +$162K 2.09% 21
2025
Q4 		$5.42M Sell
66,696
-7,140
-10% -$579K 2.19% 17
2025
Q3 		$5.9M Buy
73,836
+900
+1% +$68.8K 2.49% 13
2025
Q2 		$5.33M Buy
72,936
+1,224
+2% +$80.6K 2.44% 14
2025
Q1 		$4.43M Sell
71,712
-1,734
-2% -$117K 2.32% 15
2024
Q4 		$5.02M Buy
73,446
+282
+0.4% +$18.9K 2.44% 15
2024
Q3 		$4.68M Sell
73,164
-4,716
-6% -$292K 2.33% 15
2024
Q2 		$4.85M Buy
77,880
+1,284
+2% +$74.9K 2.52% 14
2024
Q1 		$4.39M Sell
76,596
-7,374
-9% -$405K 2.41% 15
2023
Q4 		$4.35M Buy
83,970
+114
+0.1% +$5.5K 2.73% 12
2023
Q3 		$3.81M Buy
83,856
+618
+0.7% +$29.2K 2.93% 11
2023
Q2 		$3.93M Buy
83,238
+3,258
+4% +$141K 2.94% 11
2023
Q1 		$3.33M Buy
79,980
+1,116
+1% +$43.4K 2.91% 11
2022
Q4 		$2.8M Sell
78,864
-192
-0.2% -$7.06K 2.84% 15
2022
Q3 		$2.82M Sell
79,056
-108
-0.1% -$4.34K 2.82% 12
2022
Q2 		$2.94M Sell
79,164
-1,806
-2% -$74.2K 2.62% 12
2022
Q1 		$3.88M Sell
80,970
-570
-0.7% -$27K 2.79% 10
2021
Q4 		$4.36M Sell
81,540
-96
-0.1% -$5K 2.67% 8
2021
Q3 		$3.95M Buy
81,636
+420
+0.5% +$20.9K 2.68% 7
2021
Q2 		$3.88M Buy
81,216
+642
+0.8% +$29.2K 2.76% 7
2021
Q1 		$3.45M Sell
80,574
-27,306
-25% -$1.17M 2.68% 8
2020
Q4 		$4.55M Sell
107,880
-2,832
-3% -$113K 3.81% 3
2020
Q3 		$4.2M Sell
110,712
-36
-0% -$1.33K 3.95% 5
2020
Q2 		$3.73M Buy
110,748
+1,308
+1% +$40.2K 3.86% 7
2020
Q1 		$2.86M Buy
109,440
+768
+0.7% +$23K 4.05% 7
2019
Q4 		$3.3M Buy
+108,672
New +$3.14M 3.19% 9

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

Bay Rivers Group's VUG Position: Q2 2026 in Review

Bay Rivers Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.7% in Q2 2026, buying an estimated $156K and bringing the position to 70,625 shares worth $6.08M. The position accounts for 2.08% of the portfolio, ranked #14.

Bay Rivers Group first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Bay Rivers Group held 70,625 shares of Vanguard Morningstar Growth ETF worth $6.08M as of Q2 2026.
  • Bay Rivers Group bought 1,853 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $156K.
  • Vanguard Morningstar Growth ETF made up 2.08% of Bay Rivers Group's portfolio in Q2 2026, its #14 holding.
  • Bay Rivers Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Bay Rivers Group's 13F filing for Q2 2026, filed 9 Jul 2026.