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Benjamin Edwards Inc’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Benjamin Edwards Inc’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 		$11.8M Buy
137,138
+16,364
+14% +$1.38M 0.11% 205
2026
Q1 		$8.8M Buy
120,774
+21,240
+21% +$1.65M 0.09% 239
2025
Q4 		$8.1M Buy
99,534
+14,994
+18% +$1.22M 0.09% 224
2025
Q3 		$6.76M Buy
84,540
+8,988
+12% +$687K 0.08% 249
2025
Q2 		$5.52M Buy
75,552
+26,838
+55% +$1.77M 0.07% 254
2025
Q1 		$3.01M Buy
48,714
+9,876
+25% +$666K 0.04% 336
2024
Q4 		$2.66M Buy
38,838
+17,424
+81% +$1.17M 0.04% 377
2024
Q3 		$1.37M Buy
21,414
+19,314
+920% +$1.2M 0.02% 517
2024
Q2 		$131K Sell
2,100
-72
-3% -$4.2K 0.03% 389
2024
Q1 		$125K Buy
2,172
+72
+3% +$3.96K 0.02% 396
2023
Q4 		$109K Hold
2,100
– – 0.02% 406
2023
Q3 		$95K Hold
2,100
– – 0.02% 398
2023
Q2 		$99K Hold
2,100
– – 0.02% 387
2023
Q1 		$87K Sell
2,100
-138
-6% -$5.37K 0.02% 383
2022
Q4 		$80K Hold
2,238
– – 0.02% 376
2022
Q3 		$80K Sell
2,238
-102
-4% -$4.1K 0.02% 369
2022
Q2 		$87K Buy
2,340
+240
+11% +$9.86K 0.03% 358
2022
Q1 		$101K Hold
2,100
– – 0.03% 359
2021
Q4 		$112K Hold
2,100
– – 0.04% 333
2021
Q3 		$102K Hold
2,100
– – 0.06% 234
2021
Q2 		$100K Hold
2,100
– – 0.07% 218
2021
Q1 		$90K Hold
2,100
– – 0.07% 210
2020
Q4 		$89K Hold
2,100
– – 0.07% 197
2020
Q3 		$80K Hold
2,100
– – 0.07% 181
2020
Q2 		$71K Hold
2,100
– – 0.06% 178
2020
Q1 		$55K Hold
2,100
– – 0.06% 166
2019
Q4 		$64K Hold
2,100
– – 0.13% 121
2019
Q3 		$58K Hold
2,100
– – 0.13% 122
2019
Q2 		$57K Hold
2,100
– – 0.14% 121
2019
Q1 		$55K Buy
+2,100
New +$51.8K 0.26% 117

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

Benjamin Edwards Inc's VUG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Vanguard Morningstar Growth ETF (VUG) stake by 14% in Q2 2026, buying an estimated $1.38M and bringing the position to 137,138 shares worth $11.8M. The position accounts for 0.11% of the portfolio, ranked #205.

Benjamin Edwards Inc first reported a position in VUG in Q1 2019 and has held it in 30 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Benjamin Edwards Inc held 137,138 shares of Vanguard Morningstar Growth ETF worth $11.8M as of Q2 2026.
  • Benjamin Edwards Inc bought 16,364 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.38M.
  • Vanguard Morningstar Growth ETF made up 0.11% of Benjamin Edwards Inc's portfolio in Q2 2026, its #205 holding.
  • Benjamin Edwards Inc first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.