Clean Yield Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Clean Yield 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	$151K	Hold	1,758	–	–	0.04%	168
2026 Q1	$128K	Sell	1,758 -300	-15%	-$23.3K	0.04%	166
2025 Q4	$167K	Sell	2,058 -6	-0.3%	-$487	0.05%	148
2025 Q3	$165K	Sell	2,064 -360	-15%	-$27.5K	0.05%	141
2025 Q2	$177K	Hold	2,424	–	–	0.05%	134
2025 Q1	$150K	Hold	2,424	–	–	0.05%	145
2024 Q4	$166K	Hold	2,424	–	–	0.05%	143
2024 Q3	$155K	Hold	2,424	–	–	0.05%	147
2024 Q2	$151K	Hold	2,424	–	–	0.06%	137
2024 Q1	$139K	Sell	2,424 -600	-20%	-$33K	0.05%	149
2023 Q4	$157K	Hold	3,024	–	–	0.07%	136
2023 Q3	$143K	Sell	3,024 -396	-12%	-$18.7K	0.06%	140
2023 Q2	$161K	Buy	3,420 +6	+0.2%	+$260	0.07%	136
2023 Q1	$142K	Sell	3,414 -1,800	-35%	-$70K	0.06%	149
2022 Q4	$185K	Buy	5,214 +396	+8%	+$14.6K	0.08%	134
2022 Q3	$172K	Hold	4,818	–	–	0.08%	135
2022 Q2	$179K	Hold	4,818	–	–	0.07%	146
2022 Q1	$231K	Sell	4,818 -1,200	-20%	-$56.8K	0.08%	134
2021 Q4	$322K	Hold	6,018	–	–	0.1%	123
2021 Q3	$291K	Hold	6,018	–	–	0.1%	130
2021 Q2	$288K	Hold	6,018	–	–	0.1%	119
2021 Q1	$258K	Sell	6,018 -1,200	-17%	-$51.3K	0.1%	124
2020 Q4	$305K	Buy	+7,218	New	+$288K	0.11%	106

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Clean Yield Group's VUG Position: Q2 2026 in Review

Clean Yield Group held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 1,758 shares worth $151K. The position accounts for 0.04% of the portfolio, ranked #168.

Clean Yield Group first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $322K in Q4 2021. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Clean Yield Group held 1,758 shares of Vanguard Morningstar Growth ETF worth $151K as of Q2 2026.
Clean Yield Group left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.04% of Clean Yield Group's portfolio in Q2 2026, its #168 holding.
Clean Yield Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
Clean Yield Group's Vanguard Morningstar Growth ETF position peaked at $322K in Q4 2021.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.