C.M. Bidwell & Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

C.M. Bidwell & Associates’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	$181K	Hold	2,106	–	–	0.07%	155
2026 Q1	$153K	Hold	2,106	–	–	0.07%	154
2025 Q4	$171K	Hold	2,106	–	–	0.08%	149
2025 Q3	$168K	Hold	2,106	–	–	0.08%	146
2025 Q2	$154K	Hold	2,106	–	–	0.08%	145
2025 Q1	$130K	Hold	2,106	–	–	0.08%	153
2024 Q4	$144K	Hold	2,106	–	–	0.09%	150
2024 Q3	$135K	Hold	2,106	–	–	0.08%	153
2024 Q2	$131K	Hold	2,106	–	–	0.09%	157
2024 Q1	$121K	Hold	2,106	–	–	0.08%	158
2023 Q4	$109K	Hold	2,106	–	–	0.08%	152
2023 Q3	$95.6K	Hold	2,106	–	–	0.07%	240
2023 Q2	$99.3K	Hold	2,106	–	–	0.07%	241
2023 Q1	$87.6K	Hold	2,106	–	–	0.07%	248
2022 Q4	$74.8K	Hold	2,106	–	–	0.06%	252
2022 Q3	$75K	Hold	2,106	–	–	0.06%	252
2022 Q2	$78K	Hold	2,106	–	–	0.06%	251
2022 Q1	$101K	Hold	2,106	–	–	0.07%	237
2021 Q4	$113K	Hold	2,106	–	–	0.07%	233
2021 Q3	$102K	Hold	2,106	–	–	0.07%	239
2021 Q2	$101K	Hold	2,106	–	–	0.07%	244
2021 Q1	$90K	Hold	2,106	–	–	0.07%	246
2020 Q4	$89K	Buy	+2,106	New	+$84.1K	0.07%	247

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

C.M. Bidwell & Associates's VUG Position: Q2 2026 in Review

C.M. Bidwell & Associates held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 2,106 shares worth $181K. The position accounts for 0.07% of the portfolio, ranked #155.

C.M. Bidwell & Associates first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,892 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

C.M. Bidwell & Associates held 2,106 shares of Vanguard Morningstar Growth ETF worth $181K as of Q2 2026.
C.M. Bidwell & Associates left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.07% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #155 holding.
C.M. Bidwell & Associates first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,892 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.