Douglass Winthrop Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Douglass Winthrop 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	$2.02M	Sell	23,504 -3,232	-12%	-$272K	0.03%	124
2026 Q1	$1.95M	Buy	26,736 +156	+0.6%	+$12.1K	0.04%	121
2025 Q4	$2.16M	Hold	26,580	–	–	0.04%	118
2025 Q3	$2.12M	Buy	26,580 +23,160	+677%	+$1.77M	0.04%	114
2025 Q2	$250K	Buy	3,420 +72	+2%	+$4.74K	﹤0.01%	257
2025 Q1	$207K	Sell	3,348 -126	-4%	-$8.5K	﹤0.01%	275
2024 Q4	$238K	Hold	3,474	–	–	﹤0.01%	278
2024 Q3	$222K	Hold	3,474	–	–	﹤0.01%	277
2024 Q2	$217K	Buy	+3,474	New	+$203K	﹤0.01%	269

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

Douglass Winthrop Advisors's VUG Position: Q2 2026 in Review

Douglass Winthrop Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, selling an estimated $272K and leaving 23,504 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #124.

Douglass Winthrop Advisors first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.16M in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Douglass Winthrop Advisors held 23,504 shares of Vanguard Morningstar Growth ETF worth $2.02M as of Q2 2026.
Douglass Winthrop Advisors sold 3,232 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $272K.
Vanguard Morningstar Growth ETF made up 0.03% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #124 holding.
Douglass Winthrop Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
Douglass Winthrop Advisors's Vanguard Morningstar Growth ETF position peaked at $2.16M in Q4 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.