Hanson & Doremus Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hanson & Doremus Investment 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	$2.46M	Sell	28,602 -762	-3%	-$64.1K	0.25%	57
2026 Q1	$2.14M	Buy	29,364 +738	+3%	+$57.4K	0.25%	61
2025 Q4	$2.33M	Buy	28,626 +30	+0.1%	+$2.44K	0.28%	57
2025 Q3	$2.29M	Sell	28,596 -810	-3%	-$61.9K	0.29%	56
2025 Q2	$2.15M	Hold	29,406	–	–	0.29%	57
2025 Q1	$1.82M	Sell	29,406 -48	-0.2%	-$3.24K	0.27%	63
2024 Q4	$2.02M	Hold	29,454	–	–	0.32%	52
2024 Q3	$1.89M	Sell	29,454 -210	-0.7%	-$13K	0.3%	53
2024 Q2	$1.85M	Buy	29,664 +612	+2%	+$35.7K	0.31%	53
2024 Q1	$1.67M	Hold	29,052	–	–	0.29%	58
2023 Q4	$1.5M	Hold	29,052	–	–	0.28%	64
2023 Q3	$1.32M	Sell	29,052 -492	-2%	-$23.2K	0.27%	68
2023 Q2	$1.39M	Sell	29,544 -2,730	-8%	-$118K	0.29%	66
2023 Q1	$1.34M	Sell	32,274 -18	-0.1%	-$700	0.3%	65
2022 Q4	$1.15M	Buy	32,292 +2,346	+8%	+$86.3K	0.25%	74
2022 Q3	$1.07M	Hold	29,946	–	–	0.28%	72
2022 Q2	$1.11M	Buy	29,946 +2,406	+9%	+$98.8K	0.27%	73
2022 Q1	$1.32M	Buy	27,540 +6	+0%	+$284	0.28%	71
2021 Q4	$1.47M	Sell	27,534 -732	-3%	-$38.1K	0.32%	60
2021 Q3	$1.37M	Buy	28,266 +3,534	+14%	+$176K	0.32%	63
2021 Q2	$938K	Buy	24,732 +1,656	+7%	+$75.2K	0.28%	74
2021 Q1	$989K	Hold	23,076	–	–	0.23%	90
2020 Q4	$974K	Sell	23,076 -1,656	-7%	-$66.1K	0.24%	83
2020 Q3	$938K	Buy	24,732 +1,650	+7%	+$60.9K	0.28%	74
2020 Q2	$777K	Buy	23,082 +18,414	+394%	+$566K	0.25%	82
2020 Q1	$122K	Hold	4,668	–	–	0.04%	195
2019 Q4	$142K	Hold	4,668	–	–	0.04%	196
2019 Q3	$129K	Buy	4,668 +6	+0.1%	+$166	0.04%	207
2019 Q2	$127K	Hold	4,662	–	–	0.04%	212
2019 Q1	$121K	Hold	4,662	–	–	0.04%	208
2018 Q4	$104K	Sell	4,662 -174	-4%	-$4.21K	0.04%	210
2018 Q3	$130K	Buy	4,836 +1,164	+32%	+$30.5K	0.04%	207
2018 Q2	$92K	Hold	3,672	–	–	0.03%	238
2018 Q1	$87K	Hold	3,672	–	–	0.03%	251
2017 Q4	$86K	Hold	3,672	–	–	0.03%	246
2017 Q3	$81K	Hold	3,672	–	–	0.03%	241
2017 Q2	$78K	Hold	3,672	–	–	0.03%	244
2017 Q1	$74K	Sell	3,672 -1,416	-28%	-$27.9K	0.03%	243
2016 Q4	$94.5K	Buy	5,088 +4,830	+1,872%	+$89.3K	0.04%	219
2016 Q3	$5K	Hold	258	–	–	﹤0.01%	406
2016 Q2	$5K	Hold	258	–	–	﹤0.01%	401
2016 Q1	$5K	Buy	+258	New	+$4.33K	﹤0.01%	419
2015 Q3	–	Sell	-3,336	Closed	-$60K	–	458
2015 Q2	$60K	Buy	+3,336	New	+$60.6K	0.03%	247

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

Hanson & Doremus Investment Management's VUG Position: Q2 2026 in Review

Hanson & Doremus Investment Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.6% in Q2 2026, selling an estimated $64.1K and leaving 28,602 shares worth $2.46M. The position accounts for 0.25% of the portfolio, ranked #57.

Hanson & Doremus Investment Management first reported a position in VUG in Q2 2015 and has held it in 43 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Hanson & Doremus Investment Management held 28,602 shares of Vanguard Morningstar Growth ETF worth $2.46M as of Q2 2026.
Hanson & Doremus Investment Management sold 762 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $64.1K.
Vanguard Morningstar Growth ETF made up 0.25% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #57 holding.
Hanson & Doremus Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2015 and has held it in 43 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.