Greenspring Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Greenspring Advisors’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	$3.55M	Sell	41,179 -71	-0.2%	-$5.97K	0.2%	69
2026 Q1	$3M	Sell	41,250 -90	-0.2%	-$7K	0.18%	68
2025 Q4	$3.36M	Buy	41,340 +35,940	+666%	+$2.92M	0.21%	64
2025 Q3	$432K	Buy	+5,400	New	+$413K	0.08%	66
2025 Q1	$334K	Hold	5,400	–	–	0.08%	68
2024 Q4	$369K	Hold	5,400	–	–	0.08%	61
2024 Q3	$346K	Hold	5,400	–	–	0.08%	63
2024 Q2	$337K	Hold	5,400	–	–	0.08%	51
2024 Q1	$310K	Hold	5,400	–	–	0.08%	52
2023 Q4	$280K	Hold	5,400	–	–	0.08%	49
2023 Q3	$245K	Sell	5,400 -54	-1%	-$2.55K	0.08%	47
2023 Q2	$257K	Sell	5,454 -288	-5%	-$12.5K	0.08%	50
2023 Q1	$239K	Hold	5,742	–	–	0.05%	110
2022 Q4	$204K	Hold	5,742	–	–	0.05%	106
2022 Q3	$205K	Hold	5,742	–	–	0.06%	102
2022 Q2	$214K	Sell	5,742 -342	-6%	-$14.1K	0.06%	103
2022 Q1	$292K	Sell	6,084 -294	-5%	-$13.9K	0.08%	82
2021 Q4	$341K	Buy	+6,378	New	+$332K	0.09%	78

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

Greenspring Advisors's VUG Position: Q2 2026 in Review

Greenspring Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.17% in Q2 2026, selling an estimated $5.97K and leaving 41,179 shares worth $3.55M. The position accounts for 0.2% of the portfolio, ranked #69.

Greenspring Advisors first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Greenspring Advisors held 41,179 shares of Vanguard Morningstar Growth ETF worth $3.55M as of Q2 2026.
Greenspring Advisors sold 71 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.97K.
Vanguard Morningstar Growth ETF made up 0.2% of Greenspring Advisors's portfolio in Q2 2026, its #69 holding.
Greenspring Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 18 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.