J. Safra Sarasin Holding’s Vanguard Morningstar Growth ETF VUG Stock Holding History

J. Safra Sarasin Holding’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	$1.4M	Sell	3,211 -16,055	-83%	-$1.35M	0.02%	326
2026 Q1	$1.4M	Buy	19,266 +7,794	+68%	+$606K	0.02%	245
2025 Q4	$933K	Buy	11,472 +3,966	+53%	+$322K	0.02%	320
2025 Q3	$600K	Buy	7,506 +1,110	+17%	+$84.8K	0.01%	396
2025 Q2	$467K	Buy	6,396 +3,132	+96%	+$206K	0.01%	367
2025 Q1	$202K	Sell	3,264 -612	-16%	-$41.3K	﹤0.01%	474
2024 Q4	$265K	Sell	3,876 -882	-19%	-$59.3K	﹤0.01%	443
2024 Q3	$304K	Sell	4,758 -180	-4%	-$11.2K	0.01%	414
2024 Q2	$308K	Buy	+4,938	New	+$288K	0.01%	426

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

J. Safra Sarasin Holding's VUG Position: Q2 2026 in Review

J. Safra Sarasin Holding reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $1.35M and leaving 3,211 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #326.

J. Safra Sarasin Holding first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

J. Safra Sarasin Holding held 3,211 shares of Vanguard Morningstar Growth ETF worth $1.4M as of Q2 2026.
J. Safra Sarasin Holding sold 16,055 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.35M.
Vanguard Morningstar Growth ETF made up 0.02% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #326 holding.
J. Safra Sarasin Holding first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.