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Glenview Trust’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Glenview Trust’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 		$2.46M Buy
28,569
+2,001
+8% +$168K 0.03% 222
2026
Q1 		$1.93M Buy
26,568
+1,686
+7% +$131K 0.03% 229
2025
Q4 		$2.02M Buy
24,882
+12
+0% +$974 0.03% 227
2025
Q3 		$1.99M Buy
24,870
+1,776
+8% +$136K 0.03% 227
2025
Q2 		$1.69M Buy
23,094
+276
+1% +$18.2K 0.03% 232
2025
Q1 		$1.41M Buy
22,818
+1,116
+5% +$75.2K 0.03% 236
2024
Q4 		$1.48M Buy
21,702
+2,496
+13% +$168K 0.03% 236
2024
Q3 		$1.23M Buy
19,206
+1,416
+8% +$87.8K 0.02% 250
2024
Q2 		$1.11M Buy
17,790
+2,034
+13% +$119K 0.02% 250
2024
Q1 		$904K Sell
15,756
-960
-6% -$52.8K 0.02% 266
2023
Q4 		$866K Buy
16,716
+594
+4% +$28.7K 0.02% 263
2023
Q3 		$732K Buy
16,122
+162
+1% +$7.65K 0.02% 263
2023
Q2 		$753K Buy
15,960
+2,484
+18% +$108K 0.02% 264
2023
Q1 		$560K Sell
13,476
-3,198
-19% -$124K 0.02% 303
2022
Q4 		$592K Buy
16,674
+180
+1% +$6.62K 0.02% 281
2022
Q3 		$588K Hold
16,494
– – 0.02% 251
2022
Q2 		$612K Buy
16,494
+1,998
+14% +$82.1K 0.02% 250
2022
Q1 		$694K Buy
14,496
+5,016
+53% +$237K 0.02% 247
2021
Q4 		$507K Sell
9,480
-312
-3% -$16.3K 0.02% 294
2021
Q3 		$474K Buy
9,792
+156
+2% +$7.76K 0.02% 274
2021
Q2 		$461K Buy
9,636
+582
+6% +$26.4K 0.02% 280
2021
Q1 		$387K Buy
9,054
+3,258
+56% +$139K 0.02% 302
2020
Q4 		$244K Sell
5,796
-666
-10% -$26.6K 0.01% 319
2020
Q3 		$245K Buy
6,462
+492
+8% +$18.2K 0.01% 304
2020
Q2 		$201K Buy
+5,970
New +$184K 0.01% 319

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Glenview Trust's VUG Position: Q2 2026 in Review

Glenview Trust increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.5% in Q2 2026, buying an estimated $168K and bringing the position to 28,569 shares worth $2.46M. The position accounts for 0.03% of the portfolio, ranked #222.

Glenview Trust first reported a position in VUG in Q2 2020 and has held it in 25 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Glenview Trust held 28,569 shares of Vanguard Morningstar Growth ETF worth $2.46M as of Q2 2026.
  • Glenview Trust bought 2,001 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $168K.
  • Vanguard Morningstar Growth ETF made up 0.03% of Glenview Trust's portfolio in Q2 2026, its #222 holding.
  • Glenview Trust first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.