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Citizens Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Citizens Financial Group’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 		$25.7M Buy
298,384
+40,294
+16% +$3.39M 0.31% 62
2026
Q1 		$18.8M Buy
258,090
+32,556
+14% +$2.53M 0.26% 82
2025
Q4 		$18.3M Sell
225,534
-42
-0% -$3.41K 0.25% 83
2025
Q3 		$18.1M Buy
225,576
+23,376
+12% +$1.79M 0.25% 81
2025
Q2 		$14.8M Buy
202,200
+13,446
+7% +$885K 0.24% 83
2025
Q1 		$11.7M Sell
188,754
-2,472
-1% -$167K 0.23% 89
2024
Q4 		$13.1M Buy
191,226
+4,944
+3% +$332K 0.26% 79
2024
Q3 		$11.9M Buy
186,282
+9,072
+5% +$562K 0.24% 85
2024
Q2 		$11.1M Buy
177,210
+7,398
+4% +$431K 0.25% 85
2024
Q1 		$9.74M Buy
169,812
+1,224
+0.7% +$67.3K 0.33% 67
2023
Q4 		$8.74M Sell
168,588
-648
-0.4% -$31.3K 0.3% 72
2023
Q3 		$7.68M Buy
169,236
+10,302
+6% +$487K 0.31% 69
2023
Q2 		$7.5M Sell
158,934
-870
-0.5% -$37.7K 0.27% 86
2023
Q1 		$6.64M Sell
159,804
-414
-0.3% -$16.1K 0.24% 91
2022
Q4 		$5.69M Buy
160,218
+14,280
+10% +$525K 0.22% 97
2022
Q3 		$5.2M Buy
145,938
+3,204
+2% +$129K 0.23% 94
2022
Q2 		$5.3M Sell
142,734
-11,208
-7% -$460K 0.22% 90
2022
Q1 		$7.38M Buy
153,942
+14,784
+11% +$699K 0.26% 86
2021
Q4 		$7.44M Buy
139,158
+510
+0.4% +$26.6K 0.25% 88
2021
Q3 		$6.71M Buy
138,648
+79,590
+135% +$3.96M 0.25% 88
2021
Q2 		$2.82M Buy
59,058
+5,892
+11% +$268K 0.12% 120
2021
Q1 		$2.28M Sell
53,166
-4,674
-8% -$200K 0.12% 117
2020
Q4 		$2.44M Buy
57,840
+3,156
+6% +$126K 0.14% 109
2020
Q3 		$2.06M Buy
54,684
+11,220
+26% +$414K 0.13% 111
2020
Q2 		$1.46M Buy
43,464
+102
+0.2% +$3.14K 0.1% 123
2020
Q1 		$1.13M Buy
43,362
+42,336
+4,126% +$1.27M 0.09% 129
2019
Q4 		$31K Buy
+1,026
New +$29.6K ﹤0.01% 538

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

Citizens Financial Group's VUG Position: Q2 2026 in Review

Citizens Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 16% in Q2 2026, buying an estimated $3.39M and bringing the position to 298,384 shares worth $25.7M. The position accounts for 0.31% of the portfolio, ranked #62.

Citizens Financial Group first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Citizens Financial Group held 298,384 shares of Vanguard Morningstar Growth ETF worth $25.7M as of Q2 2026.
  • Citizens Financial Group bought 40,294 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.39M.
  • Vanguard Morningstar Growth ETF made up 0.31% of Citizens Financial Group's portfolio in Q2 2026, its #62 holding.
  • Citizens Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.