EI
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Ethic Inc’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ethic Inc’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
-5,862
Closed -$427K – 1429
2026
Q1 		$427K Buy
+5,862
New +$456K 0.01% 930
2022
Q2 		– Sell
-6,984
Closed -$335K – 800
2022
Q1 		$335K Buy
+6,984
New +$330K 0.02% 573

Other funds holding VUG

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
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ethic Inc's VUG Position: Q2 2026 in Review

Ethic Inc sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 5,862 shares — an estimated $427K sold.

Ethic Inc first reported a position in VUG in Q1 2022 and held it in 2 quarters. The position peaked at $427K in Q1 2026. 1,368 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Ethic Inc reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Ethic Inc sold 5,862 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $427K.
  • Ethic Inc first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and held it in 2 quarters.
  • Ethic Inc's Vanguard Morningstar Growth ETF position peaked at $427K in Q1 2026.
  • 1,368 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.