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Choate Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Choate Investment Advisors’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 		$5.95M Sell
69,079
-461
-0.7% -$38.8K 0.1% 82
2026
Q1 		$5.06M Sell
69,540
-4,464
-6% -$347K 0.1% 88
2025
Q4 		$6.02M Sell
74,004
-1,158
-2% -$94K 0.12% 76
2025
Q3 		$6.01M Sell
75,162
-1,050
-1% -$80.2K 0.12% 78
2025
Q2 		$5.57M Sell
76,212
-2,604
-3% -$171K 0.12% 77
2025
Q1 		$4.87M Sell
78,816
-870
-1% -$58.7K 0.12% 81
2024
Q4 		$5.45M Sell
79,686
-672
-0.8% -$45.1K 0.13% 80
2024
Q3 		$5.14M Sell
80,358
-2,298
-3% -$142K 0.13% 82
2024
Q2 		$5.15M Hold
82,656
– – 0.14% 82
2024
Q1 		$4.74M Buy
82,656
+7,254
+10% +$399K 0.13% 90
2023
Q4 		$3.91M Sell
75,402
-7,734
-9% -$373K 0.12% 92
2023
Q3 		$3.77M Buy
83,136
+54,204
+187% +$2.56M 0.15% 66
2023
Q2 		$1.36M Hold
28,932
– – 0.06% 114
2023
Q1 		$1.2M Hold
28,932
– – 0.06% 117
2022
Q4 		$1.03M Sell
28,932
-1,926
-6% -$70.9K 0.06% 124
2022
Q3 		$1.1M Sell
30,858
-2,820
-8% -$113K 0.07% 102
2022
Q2 		$1.25M Sell
33,678
-2,400
-7% -$98.6K 0.08% 101
2022
Q1 		$1.73M Hold
36,078
– – 0.09% 95
2021
Q4 		$1.93M Buy
36,078
+30,672
+567% +$1.6M 0.11% 83
2021
Q3 		$261K Sell
5,406
-420
-7% -$20.9K 0.02% 238
2021
Q2 		$278K Buy
5,826
+1,860
+47% +$84.5K 0.02% 235
2021
Q1 		$170K Buy
3,966
+1,440
+57% +$61.6K 0.01% 249
2020
Q4 		$107K Hold
2,526
– – 0.01% 249
2020
Q3 		$96K Buy
+2,526
New +$93.3K 0.01% 250

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Choate Investment Advisors's VUG Position: Q2 2026 in Review

Choate Investment Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.66% in Q2 2026, selling an estimated $38.8K and leaving 69,079 shares worth $5.95M. The position accounts for 0.1% of the portfolio, ranked #82.

Choate Investment Advisors first reported a position in VUG in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.02M in Q4 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Choate Investment Advisors held 69,079 shares of Vanguard Morningstar Growth ETF worth $5.95M as of Q2 2026.
  • Choate Investment Advisors sold 461 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $38.8K.
  • Vanguard Morningstar Growth ETF made up 0.1% of Choate Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • Choate Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Choate Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $6.02M in Q4 2025.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.