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E.S. Barr & Co’s Vanguard Morningstar Growth ETF VUG Stock Holding History

E.S. Barr & Co’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 		$207K Buy
+2,400
New +$202K 0.01% 111
2024
Q4 		– Sell
-3,150
Closed -$202K – 112
2024
Q3 		$202K Buy
+3,150
New +$195K 0.01% 104

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 22.9% 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

E.S. Barr & Co's VUG Position: Q2 2026 in Review

E.S. Barr & Co opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,400 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #111 among its holdings. This is a return to the name: E.S. Barr & Co previously reported a position in VUG as recently as Q3 2024.

E.S. Barr & Co first reported a position in VUG in Q3 2024 and has held it in 2 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • E.S. Barr & Co held 2,400 shares of Vanguard Morningstar Growth ETF worth $207K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new E.S. Barr & Co position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.01% of E.S. Barr & Co's portfolio in Q2 2026, its #111 holding.
  • E.S. Barr & Co first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 2 quarters since.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on E.S. Barr & Co's 13F filing for Q2 2026, filed 13 Aug 2026.