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Eaton-Cambridge’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Eaton-Cambridge’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 		$275K Buy
3,194
+20
+0.6% +$1.68K 0.08% 52
2026
Q1 		$231K Buy
3,174
+522
+20% +$40.6K 0.07% 50
2025
Q4 		$216K Sell
2,652
-66
-2% -$5.36K 0.07% 42
2025
Q3 		$217K Sell
2,718
-48
-2% -$3.67K 0.08% 41
2025
Q2 		$202K Buy
+2,766
New +$182K 0.08% 38
2025
Q1 		– Sell
-4,134
Closed -$283K – 40
2024
Q4 		$283K Hold
4,134
– – 0.13% 27
2024
Q3 		$265K Hold
4,134
– – 0.13% 26
2024
Q2 		$258K Hold
4,134
– – 0.13% 26
2024
Q1 		$237K Hold
4,134
– – 0.13% 28
2023
Q4 		$214K Buy
+4,134
New +$200K 0.13% 31

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Eaton-Cambridge's VUG Position: Q2 2026 in Review

Eaton-Cambridge increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.63% in Q2 2026, buying an estimated $1.68K and bringing the position to 3,194 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #52.

Eaton-Cambridge first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $283K in Q4 2024. 1,792 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Eaton-Cambridge held 3,194 shares of Vanguard Morningstar Growth ETF worth $275K as of Q2 2026.
  • Eaton-Cambridge bought 20 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.68K.
  • Vanguard Morningstar Growth ETF made up 0.08% of Eaton-Cambridge's portfolio in Q2 2026, its #52 holding.
  • Eaton-Cambridge first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Eaton-Cambridge's Vanguard Morningstar Growth ETF position peaked at $283K in Q4 2024.
  • 1,792 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Eaton-Cambridge's 13F filing for Q2 2026, filed 23 Jul 2026.