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Clarendon Private’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Clarendon Private’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 		$2.31M Buy
26,775
+27
+0.1% +$2.27K 1.48% 18
2026
Q1 		$1.95M Buy
26,748
+30
+0.1% +$2.33K 1.5% 18
2025
Q4 		$2.17M Hold
26,718
– – 1.84% 15
2025
Q3 		$2.14M Hold
26,718
– – 1.94% 12
2025
Q2 		$1.95M Sell
26,718
-384
-1% -$25.3K 1.88% 10
2025
Q1 		$1.67M Hold
27,102
– – 1.77% 11
2024
Q4 		$1.85M Buy
+27,102
New +$1.82M 1.94% 11

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

Clarendon Private's VUG Position: Q2 2026 in Review

Clarendon Private increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.1% in Q2 2026, buying an estimated $2.27K and bringing the position to 26,775 shares worth $2.31M. The position accounts for 1.48% of the portfolio, ranked #18.

Clarendon Private first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Clarendon Private held 26,775 shares of Vanguard Morningstar Growth ETF worth $2.31M as of Q2 2026.
  • Clarendon Private bought 27 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.27K.
  • Vanguard Morningstar Growth ETF made up 1.48% of Clarendon Private's portfolio in Q2 2026, its #18 holding.
  • Clarendon Private first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Clarendon Private's 13F filing for Q2 2026, filed 22 Jul 2026.