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Bradley Foster & Sargent’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bradley Foster & Sargent’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 		$946K Buy
10,980
+2,316
+27% +$195K 0.01% 315
2026
Q1 		$631K Sell
8,664
-300
-3% -$23.3K 0.01% 358
2025
Q4 		$729K Sell
8,964
-30
-0.3% -$2.44K 0.01% 331
2025
Q3 		$719K Buy
8,994
+450
+5% +$34.4K 0.01% 331
2025
Q2 		$624K Buy
8,544
+1,338
+19% +$88.1K 0.01% 356
2025
Q1 		$445K Sell
7,206
-84
-1% -$5.66K 0.01% 354
2024
Q4 		$499K Buy
7,290
+282
+4% +$18.9K 0.01% 355
2024
Q3 		$448K Buy
7,008
+48
+0.7% +$2.98K 0.01% 369
2024
Q2 		$434K Buy
6,960
+1,980
+40% +$115K 0.01% 366
2024
Q1 		$286K Buy
4,980
+186
+4% +$10.2K 0.01% 399
2023
Q4 		$248K Hold
4,794
– – ﹤0.01% 405
2023
Q3 		$226K Hold
4,794
– – ﹤0.01% 417
2023
Q2 		$226K Buy
+4,794
New +$208K ﹤0.01% 417
2022
Q2 		– Sell
-4,794
Closed -$230K – 469
2022
Q1 		$230K Hold
4,794
– – ﹤0.01% 438
2021
Q4 		$256K Hold
4,794
– – 0.01% 408
2021
Q3 		$232K Hold
4,794
– – 0.01% 389
2021
Q2 		$229K Hold
4,794
– – 0.01% 380
2021
Q1 		$205K Buy
+4,794
New +$205K 0.01% 366

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

Bradley Foster & Sargent's VUG Position: Q2 2026 in Review

Bradley Foster & Sargent increased its Vanguard Morningstar Growth ETF (VUG) stake by 27% in Q2 2026, buying an estimated $195K and bringing the position to 10,980 shares worth $946K. The position accounts for 0.01% of the portfolio, ranked #315.

Bradley Foster & Sargent first reported a position in VUG in Q1 2021 and has held it in 18 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Bradley Foster & Sargent held 10,980 shares of Vanguard Morningstar Growth ETF worth $946K as of Q2 2026.
  • Bradley Foster & Sargent bought 2,316 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $195K.
  • Vanguard Morningstar Growth ETF made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #315 holding.
  • Bradley Foster & Sargent first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and has held it in 18 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.