Gilman Hill Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Gilman Hill 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	$346K	Hold	4,014	–	–	0.05%	181
2026 Q1	$292K	Hold	4,014	–	–	0.04%	187
2025 Q4	$326K	Hold	4,014	–	–	0.05%	174
2025 Q3	$321K	Hold	4,014	–	–	0.05%	172
2025 Q2	$293K	Hold	4,014	–	–	0.05%	179
2025 Q1	$248K	Buy	+4,014	New	+$271K	0.04%	189

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

Gilman Hill Asset Management's VUG Position: Q2 2026 in Review

Gilman Hill Asset Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 4,014 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #181.

Gilman Hill Asset Management first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Gilman Hill Asset Management held 4,014 shares of Vanguard Morningstar Growth ETF worth $346K as of Q2 2026.
Gilman Hill Asset Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.05% of Gilman Hill Asset Management's portfolio in Q2 2026, its #181 holding.
Gilman Hill Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Gilman Hill Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.