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Continental Investors Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Continental Investors Services’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 		$562K Sell
6,339
-36,075
-85% -$3.04M 0.44% 42
2026
Q1 		$614K Buy
42,414
+35,730
+535% +$2.78M 0.58% 39
2025
Q4 		$537K Sell
6,684
-126
-2% -$10.2K 0.69% 41
2025
Q3 		$543K Sell
6,810
-348
-5% -$26.6K 0.81% 36
2025
Q2 		$523K Sell
7,158
-144
-2% -$9.48K 0.94% 31
2025
Q1 		$451K Buy
7,302
+48
+0.7% +$3.24K 0.9% 32
2024
Q4 		$496K Sell
7,254
-24
-0.3% -$1.61K 0.98% 28
2024
Q3 		$460K Sell
7,278
-492
-6% -$30.5K 0.94% 32
2024
Q2 		$484K Hold
7,770
– – 1.08% 27
2024
Q1 		$446K Sell
7,770
-96
-1% -$5.28K 1.06% 27
2023
Q4 		$408K Buy
7,866
+168
+2% +$8.11K 1.06% 26
2023
Q3 		$349K Sell
7,698
-8,934
-54% -$422K 1.06% 30
2023
Q2 		$798K Buy
16,632
+8,316
+100% +$361K 0.94% 24
2023
Q1 		$346K Hold
8,316
– – 0.98% 25
2022
Q4 		$295K Hold
8,316
– – 0.92% 29
2022
Q3 		$297K Hold
8,316
– – 0.89% 26
2022
Q2 		$309K Buy
8,316
+798
+11% +$32.8K 0.9% 26
2022
Q1 		$402K Sell
7,518
-378
-5% -$17.9K 1.05% 23
2021
Q4 		$378K Buy
+7,896
New +$411K 1.01% 27

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

Continental Investors Services's VUG Position: Q2 2026 in Review

Continental Investors Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 85% in Q2 2026, selling an estimated $3.04M and leaving 6,339 shares worth $562K. The position accounts for 0.44% of the portfolio, ranked #42.

Continental Investors Services first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $798K in Q2 2023. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Continental Investors Services held 6,339 shares of Vanguard Morningstar Growth ETF worth $562K as of Q2 2026.
  • Continental Investors Services sold 36,075 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.04M.
  • Vanguard Morningstar Growth ETF made up 0.44% of Continental Investors Services's portfolio in Q2 2026, its #42 holding.
  • Continental Investors Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Continental Investors Services's Vanguard Morningstar Growth ETF position peaked at $798K in Q2 2023.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Continental Investors Services's 13F filing for Q2 2026, filed 13 Aug 2026.