Canandaigua National Corp’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Canandaigua National Corp’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 Q1	$1.38M	Buy	+18,888	New	+$1.47M	0.12%	152
2022 Q2	–	Sell	-11,028	Closed	-$529K	–	274
2022 Q1	$529K	Sell	11,028 -486	-4%	-$23K	0.08%	178
2021 Q4	$616K	Buy	11,514 +1,614	+16%	+$84.1K	0.09%	173
2021 Q3	$479K	Hold	9,900	–	–	0.08%	177
2021 Q2	$473K	Hold	9,900	–	–	0.08%	175
2021 Q1	$424K	Buy	9,900 +510	+5%	+$21.8K	0.07%	181
2020 Q4	$396K	Hold	9,390	–	–	0.07%	181
2020 Q3	$356K	Hold	9,390	–	–	0.06%	185
2020 Q2	$316K	Buy	+9,390	New	+$289K	0.06%	201

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Canandaigua National Corp's VUG Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q1 2026: 18,888 shares worth $1.38M. The stake represents 0.12% of the portfolio and ranks #152 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in VUG as recently as Q1 2022.

Canandaigua National Corp first reported a position in VUG in Q2 2020 and has held it in 9 quarters since. 2,726 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Canandaigua National Corp held 18,888 shares of Vanguard Morningstar Growth ETF worth $1.38M as of Q1 2026.
Vanguard Morningstar Growth ETF was a new Canandaigua National Corp position in Q1 2026.
Vanguard Morningstar Growth ETF made up 0.12% of Canandaigua National Corp's portfolio in Q1 2026, its #152 holding.
Canandaigua National Corp first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 9 quarters since.
2,726 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.