East Coast Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

East Coast Asset Management’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	$280K	Hold	3,246	–	–	0.08%	55
2026 Q1	$236K	Sell	3,246 -312	-9%	-$24.3K	0.08%	59
2025 Q4	$289K	Hold	3,558	–	–	0.09%	59
2025 Q3	$284K	Hold	3,558	–	–	0.09%	57
2025 Q2	$260K	Hold	3,558	–	–	0.09%	63
2025 Q1	$220K	Hold	3,558	–	–	0.08%	68
2024 Q4	$243K	Hold	3,558	–	–	0.08%	65
2024 Q3	$228K	Sell	3,558 -168	-5%	-$10.4K	0.08%	70
2024 Q2	$232K	Hold	3,726	–	–	0.08%	67
2024 Q1	$214K	Buy	+3,726	New	+$205K	0.08%	69
2013 Q3	–	Sell	-10,776	Closed	-$140K	–	320
2013 Q2	$140K	Buy	+10,776	New	+$142K	0.08%	158

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 22.9% 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

East Coast Asset Management's VUG Position: Q2 2026 in Review

East Coast Asset Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,246 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #55.

East Coast Asset Management first reported a position in VUG in Q2 2013 and has held it in 11 quarters since. The position peaked at $289K in Q4 2025. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

East Coast Asset Management held 3,246 shares of Vanguard Morningstar Growth ETF worth $280K as of Q2 2026.
East Coast Asset Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.08% of East Coast Asset Management's portfolio in Q2 2026, its #55 holding.
East Coast Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 11 quarters since.
East Coast Asset Management's Vanguard Morningstar Growth ETF position peaked at $289K in Q4 2025.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on East Coast Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.