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 Q3	$1.73M	Hold	19,236	–	–	0.01%	265
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Boston Trust Walden's VUG Position: Q3 2026 in Review

Boston Trust Walden held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 19,236 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #265.

Boston Trust Walden first reported a position in VUG in Q2 2020 and has held it in 26 quarters since. 2,443 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Boston Trust Walden held 19,236 shares of Vanguard Morningstar Growth ETF worth $1.73M as of Q3 2026.
Boston Trust Walden left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.01% of Boston Trust Walden's portfolio in Q3 2026, its #265 holding.
Boston Trust Walden first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 26 quarters since.
2,443 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Boston Trust Walden's 13F filing for Q3 2026, filed 30 Oct 2026.