Boston Trust Walden’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Boston Trust Walden’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	$1.66M	Hold	19,236	–	–	0.01%	266
2026 Q1	$1.4M	Sell	19,236 -768	-4%	-$59.7K	0.01%	269
2025 Q4	$1.63M	Hold	20,004	–	–	0.01%	259
2025 Q3	$1.6M	Hold	20,004	–	–	0.01%	261
2025 Q2	$1.46M	Hold	20,004	–	–	0.01%	260
2025 Q1	$1.24M	Hold	20,004	–	–	0.01%	270
2024 Q4	$1.37M	Hold	20,004	–	–	0.01%	268
2024 Q3	$1.28M	Hold	20,004	–	–	0.01%	273
2024 Q2	$1.25M	Hold	20,004	–	–	0.01%	267
2024 Q1	$1.15M	Hold	20,004	–	–	0.01%	272
2023 Q4	$1.04M	Hold	20,004	–	–	0.01%	277
2023 Q3	$908K	Hold	20,004	–	–	0.01%	279
2023 Q2	$943K	Hold	20,004	–	–	0.01%	280
2023 Q1	$832K	Hold	20,004	–	–	0.01%	284
2022 Q4	$711K	Buy	20,004 +2,052	+11%	+$75.5K	0.01%	293
2022 Q3	$640K	Hold	17,952	–	–	0.01%	288
2022 Q2	$667K	Sell	17,952 -462	-3%	-$19K	0.01%	291
2022 Q1	$883K	Hold	18,414	–	–	0.01%	287
2021 Q4	$985K	Hold	18,414	–	–	0.01%	288
2021 Q3	$891K	Buy	18,414 +2,160	+13%	+$107K	0.01%	288
2021 Q2	$777K	Buy	16,254 +9,804	+152%	+$445K	0.01%	298
2021 Q1	$276K	Hold	6,450	–	–	﹤0.01%	348
2020 Q4	$272K	Hold	6,450	–	–	﹤0.01%	352
2020 Q3	$245K	Hold	6,450	–	–	﹤0.01%	351
2020 Q2	$217K	Buy	+6,450	New	+$198K	﹤0.01%	355

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Boston Trust Walden's VUG Position: Q2 2026 in Review

Boston Trust Walden held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 19,236 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #266.

Boston Trust Walden first reported a position in VUG in Q2 2020 and has held it in 25 quarters since. 1,402 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Boston Trust Walden held 19,236 shares of Vanguard Morningstar Growth ETF worth $1.66M as of Q2 2026.
Boston Trust Walden left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.01% of Boston Trust Walden's portfolio in Q2 2026, its #266 holding.
Boston Trust Walden first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 25 quarters since.
1,402 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.