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Chatterton & Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Chatterton & 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 		$373K Sell
4,290
-126
-3% -$10.6K 0.22% 69
2026
Q1 		$338K Buy
+4,416
New +$344K 0.24% 66

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Chatterton & Associates's VUG Position: Q2 2026 in Review

Chatterton & Associates reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q2 2026, selling an estimated $10.6K and leaving 4,290 shares worth $373K. The position accounts for 0.22% of the portfolio, ranked #69.

Chatterton & Associates first reported a position in VUG in Q1 2026 and has held it in 2 quarters since. 1,919 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Chatterton & Associates held 4,290 shares of Vanguard Morningstar Growth ETF worth $373K as of Q2 2026.
  • Chatterton & Associates sold 126 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard Morningstar Growth ETF made up 0.22% of Chatterton & Associates's portfolio in Q2 2026, its #69 holding.
  • Chatterton & Associates first reported a position in Vanguard Morningstar Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,919 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.