Edmond de Rothschild Holding’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Edmond de Rothschild Holding’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	–	Sell	-1,656	Closed	-$121K	–	650
2026 Q1	$121K	Hold	1,656	–	–	﹤0.01%	403
2025 Q4	$135K	Hold	1,656	–	–	﹤0.01%	406
2025 Q3	$132K	Hold	1,656	–	–	﹤0.01%	412
2025 Q2	$121K	Hold	1,656	–	–	﹤0.01%	405
2025 Q1	$102K	Hold	1,656	–	–	﹤0.01%	416
2024 Q4	$113K	Hold	1,656	–	–	﹤0.01%	445
2024 Q3	$106K	Hold	1,656	–	–	﹤0.01%	471
2024 Q2	$103K	Hold	1,656	–	–	﹤0.01%	489
2024 Q1	$95K	Hold	1,656	–	–	﹤0.01%	517
2023 Q4	$85.8K	Buy	+1,656	New	+$79.9K	﹤0.01%	521
2023 Q3	–	Sell	-1,656	Closed	-$78.1K	–	748
2023 Q2	$78.1K	Buy	+1,656	New	+$71.8K	﹤0.01%	539

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

Edmond de Rothschild Holding's VUG Position: Q2 2026 in Review

Edmond de Rothschild Holding sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 1,656 shares — an estimated $121K sold.

Edmond de Rothschild Holding first reported a position in VUG in Q2 2023 and held it in 11 quarters. The position peaked at $135K in Q4 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Edmond de Rothschild Holding reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
Edmond de Rothschild Holding sold 1,656 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $121K.
Edmond de Rothschild Holding first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and held it in 11 quarters.
Edmond de Rothschild Holding's Vanguard Morningstar Growth ETF position peaked at $135K in Q4 2025.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.