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Becker Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Becker Capital Management’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 		$143M Buy
1,659,535
+51,613
+3% +$4.34M 3.84% 2
2026
Q1 		$117M Buy
1,607,922
+64,560
+4% +$5.02M 3.44% 3
2025
Q4 		$125M Buy
1,543,362
+32,328
+2% +$2.62M 3.59% 3
2025
Q3 		$121M Buy
1,511,034
+76,626
+5% +$5.86M 3.53% 3
2025
Q2 		$105M Buy
1,434,408
+87,522
+6% +$5.76M 3.27% 4
2025
Q1 		$83.2M Buy
1,346,886
+51,060
+4% +$3.44M 2.74% 4
2024
Q4 		$88.6M Buy
1,295,826
+78,990
+6% +$5.31M 2.89% 4
2024
Q3 		$77.9M Buy
1,216,836
+22,302
+2% +$1.38M 2.53% 5
2024
Q2 		$74.6M Buy
1,194,534
+38,280
+3% +$2.23M 2.56% 4
2024
Q1 		$66.3M Sell
1,156,254
-154,404
-12% -$8.49M 2.28% 5
2023
Q4 		$67.9M Buy
1,310,658
+159,294
+14% +$7.69M 2.45% 4
2023
Q3 		$52.3M Buy
1,151,364
+10,380
+0.9% +$490K 2.07% 5
2023
Q2 		$53.8M Sell
1,140,984
-8,202
-0.7% -$356K 2.04% 5
2023
Q1 		$47.8M Buy
+1,149,186
New +$44.7M 1.89% 7
2018
Q1 		– Sell
-11,004
Closed -$258K – 190
2017
Q4 		$258K Sell
11,004
-456
-4% -$10.5K 0.01% 143
2017
Q3 		$254K Hold
11,460
– – 0.01% 143
2017
Q2 		$243K Hold
11,460
– – 0.01% 128
2017
Q1 		$232K Hold
11,460
– – 0.01% 130
2016
Q4 		$213K Sell
11,460
-600
-5% -$11.1K 0.01% 137
2016
Q3 		$226K Hold
12,060
– – 0.01% 131
2016
Q2 		$215K Hold
12,060
– – 0.01% 131
2016
Q1 		$214K Sell
12,060
-3,060
-20% -$51.3K 0.01% 122
2015
Q4 		$268K Sell
15,120
-1,206
-7% -$21.6K 0.01% 119
2015
Q3 		$273K Hold
16,326
– – 0.01% 113
2015
Q2 		$291K Hold
16,326
– – 0.01% 120
2015
Q1 		$285K Hold
16,326
– – 0.01% 118
2014
Q4 		$284K Hold
16,326
– – 0.01% 124
2014
Q3 		$271K Buy
16,326
+366
+2% +$6.09K 0.01% 129
2014
Q2 		$263K Buy
+15,960
New +$253K 0.01% 126

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

Becker Capital Management's VUG Position: Q2 2026 in Review

Becker Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.2% in Q2 2026, buying an estimated $4.34M and bringing the position to 1,659,535 shares worth $143M. The position accounts for 3.84% of the portfolio, ranked #2.

Becker Capital Management first reported a position in VUG in Q2 2014 and has held it in 29 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Becker Capital Management held 1,659,535 shares of Vanguard Morningstar Growth ETF worth $143M as of Q2 2026.
  • Becker Capital Management bought 51,613 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.34M.
  • Vanguard Morningstar Growth ETF made up 3.84% of Becker Capital Management's portfolio in Q2 2026, its #2 holding.
  • Becker Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2014 and has held it in 29 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.