Chevy Chase Trust’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.45M | Buy |
16,848
+13,560
| +412% | +$1.14M | ﹤0.01% | 568 |
|
|
2026
Q1 | $239K | Sell |
3,288
-2,568
| -44% | -$200K | ﹤0.01% | 628 |
|
|
2025
Q4 | $476K | Buy |
5,856
+252
| +4% | +$20.5K | ﹤0.01% | 598 |
|
|
2025
Q3 | $448K | Buy |
5,604
+714
| +15% | +$54.6K | ﹤0.01% | 595 |
|
|
2025
Q2 | $357K | Sell |
4,890
-3,360
| -41% | -$221K | ﹤0.01% | 604 |
|
|
2025
Q1 | $510K | Buy |
+8,250
| New | +$556K | ﹤0.01% | 592 |
|
|
2024
Q1 | – | Sell |
-4,950
| Closed | -$256K | – | 628 |
|
|
2023
Q4 | $256K | Hold |
4,950
| – | – | ﹤0.01% | 606 |
|
|
2023
Q3 | $225K | Sell |
4,950
-3,648
| -42% | -$172K | ﹤0.01% | 602 |
|
|
2023
Q2 | $405K | Hold |
8,598
| – | – | ﹤0.01% | 588 |
|
|
2023
Q1 | $357K | Sell |
8,598
-1,248
| -13% | -$48.5K | ﹤0.01% | 601 |
|
|
2022
Q4 | $350K | Buy |
+9,846
| New | +$362K | ﹤0.01% | 615 |
|
|
2022
Q3 | – | Sell |
-5,388
| Closed | -$200K | – | 637 |
|
|
2022
Q2 | $200K | Hold |
5,388
| – | – | ﹤0.01% | 627 |
|
|
2022
Q1 | $258K | Sell |
5,388
-3,144
| -37% | -$149K | ﹤0.01% | 626 |
|
|
2021
Q4 | $456K | Sell |
8,532
-1,032
| -11% | -$53.8K | ﹤0.01% | 623 |
|
|
2021
Q3 | $463K | Sell |
9,564
-7,230
| -43% | -$360K | ﹤0.01% | 606 |
|
|
2021
Q2 | $803K | Buy |
16,794
+4,230
| +34% | +$192K | ﹤0.01% | 587 |
|
|
2021
Q1 | $538K | Sell |
12,564
-4,356
| -26% | -$186K | ﹤0.01% | 597 |
|
|
2020
Q4 | $714K | Buy |
16,920
+8,220
| +94% | +$328K | ﹤0.01% | 580 |
|
|
2020
Q3 | $330K | Sell |
8,700
-3,300
| -28% | -$122K | ﹤0.01% | 601 |
|
|
2020
Q2 | $404K | Sell |
12,000
-2,484
| -17% | -$76.4K | ﹤0.01% | 594 |
|
|
2020
Q1 | $378K | Sell |
14,484
-3,126
| -18% | -$93.6K | ﹤0.01% | 587 |
|
|
2019
Q4 | $534K | Hold |
17,610
| – | – | ﹤0.01% | 607 |
|
|
2019
Q3 | $488K | Sell |
17,610
-11,112
| -39% | -$308K | ﹤0.01% | 590 |
|
|
2019
Q2 | $782K | Sell |
28,722
-4,098
| -12% | -$109K | ﹤0.01% | 577 |
|
|
2019
Q1 | $896K | Sell |
32,820
-294
| -0.9% | -$7.26K | ﹤0.01% | 576 |
|
|
2018
Q4 | $742K | Buy |
+33,114
| New | +$802K | ﹤0.01% | 588 |
|
|
2015
Q2 | – | Sell |
-12,126
| Closed | -$211K | – | 688 |
|
|
2015
Q1 | $211K | Hold |
12,126
| – | – | ﹤0.01% | 642 |
|
|
2014
Q4 | $211K | Hold |
12,126
| – | – | ﹤0.01% | 662 |
|
|
2014
Q3 | $201K | Buy |
+12,126
| New | +$202K | ﹤0.01% | 673 |
|
Other funds holding VUG
EWA
Chevy Chase Trust's VUG Position: Q2 2026 in Review
Chevy Chase Trust increased its Vanguard Morningstar Growth ETF (VUG) stake by 412% in Q2 2026, buying an estimated $1.14M and bringing the position to 16,848 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #568.
Chevy Chase Trust first reported a position in VUG in Q3 2014 and has held it in 29 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Chevy Chase Trust held 16,848 shares of Vanguard Morningstar Growth ETF worth $1.45M as of Q2 2026.
- Chevy Chase Trust bought 13,560 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.14M.
- Vanguard Morningstar Growth ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #568 holding.
- Chevy Chase Trust first reported a position in Vanguard Morningstar Growth ETF in Q3 2014 and has held it in 29 quarters since.
- 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.