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Bridges Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bridges Investment Management’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 		$2.85M Sell
33,042
-246
-0.7% -$20.7K 0.03% 150
2026
Q1 		$2.42M Buy
33,288
+1,494
+5% +$116K 0.03% 160
2025
Q4 		$2.59M Sell
31,794
-1,950
-6% -$158K 0.03% 145
2025
Q3 		$2.7M Sell
33,744
-1,476
-4% -$113K 0.03% 147
2025
Q2 		$2.57M Buy
35,220
+900
+3% +$59.3K 0.03% 144
2025
Q1 		$2.12M Buy
34,320
+786
+2% +$53K 0.03% 152
2024
Q4 		$2.29M Buy
33,534
+486
+1% +$32.6K 0.03% 143
2024
Q3 		$2.11M Sell
33,048
-1,104
-3% -$68.4K 0.03% 148
2024
Q2 		$2.13M Buy
34,152
+29,112
+578% +$1.7M 0.03% 137
2024
Q1 		$289K Hold
5,040
– – 0.01% 186
2023
Q4 		$261K Buy
5,040
+60
+1% +$2.9K 0.01% 190
2023
Q3 		$226K Hold
4,980
– – 0.01% 189
2023
Q2 		$235K Buy
+4,980
New +$216K 0.01% 192
2022
Q2 		– Sell
-4,812
Closed -$231K – 218
2022
Q1 		$231K Hold
4,812
– – 0.01% 214
2021
Q4 		$257K Buy
4,812
+90
+2% +$4.69K 0.01% 211
2021
Q3 		$228K Buy
+4,722
New +$235K 0.01% 212
2020
Q1 		– Sell
-12,450
Closed -$378K – 272
2019
Q4 		$378K Buy
+12,450
New +$360K 0.01% 216

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bridges Investment Management's VUG Position: Q2 2026 in Review

Bridges Investment Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.74% in Q2 2026, selling an estimated $20.7K and leaving 33,042 shares worth $2.85M. The position accounts for 0.03% of the portfolio, ranked #150.

Bridges Investment Management first reported a position in VUG in Q4 2019 and has held it in 17 quarters since. 2,169 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Bridges Investment Management held 33,042 shares of Vanguard Morningstar Growth ETF worth $2.85M as of Q2 2026.
  • Bridges Investment Management sold 246 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $20.7K.
  • Vanguard Morningstar Growth ETF made up 0.03% of Bridges Investment Management's portfolio in Q2 2026, its #150 holding.
  • Bridges Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 17 quarters since.
  • 2,169 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.