Benin Management Corp’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Benin Management Corp’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	$780K	Buy	9,059 +5	+0.1%	+$421	0.16%	72
2026 Q1	$659K	Buy	9,054 +6	+0.1%	+$467	0.15%	74
2025 Q4	$736K	Buy	9,048 +78	+0.9%	+$6.33K	0.16%	71
2025 Q3	$717K	Buy	8,970 +786	+10%	+$60.1K	0.17%	68
2025 Q2	$598K	Hold	8,184	–	–	0.16%	75
2025 Q1	$506K	Buy	8,184 +12	+0.1%	+$809	0.14%	77
2024 Q4	$559K	Buy	8,172 +6	+0.1%	+$403	0.15%	72
2024 Q3	$523K	Buy	8,166 +12	+0.1%	+$744	0.15%	72
2024 Q2	$508K	Hold	8,154	–	–	0.15%	71
2024 Q1	$468K	Buy	8,154 +12	+0.1%	+$660	0.15%	67
2023 Q4	$422K	Sell	8,142 -1,356	-14%	-$65.5K	0.14%	68
2023 Q3	$431K	Buy	9,498 +6	+0.1%	+$283	0.16%	65
2023 Q2	$448K	Buy	9,492 +12	+0.1%	+$520	0.16%	63
2023 Q1	$394K	Sell	9,480 -1,182	-11%	-$46K	0.15%	65
2022 Q4	$379K	Buy	+10,662	New	+$392K	0.15%	71

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

Benin Management Corp's VUG Position: Q2 2026 in Review

Benin Management Corp increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.06% in Q2 2026, buying an estimated $421 and bringing the position to 9,059 shares worth $780K. The position accounts for 0.16% of the portfolio, ranked #72.

Benin Management Corp first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Benin Management Corp held 9,059 shares of Vanguard Morningstar Growth ETF worth $780K as of Q2 2026.
Benin Management Corp bought 5 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $421.
Vanguard Morningstar Growth ETF made up 0.16% of Benin Management Corp's portfolio in Q2 2026, its #72 holding.
Benin Management Corp first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Benin Management Corp's 13F filing for Q2 2026, filed 15 Jul 2026.