Johnson Financial Group LLC (Colorado)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$739K	Sell	8,581 -1,121	-12%	-$94.3K	0.04%	112
2026 Q1	$706K	Sell	9,702 -6,888	-42%	-$536K	0.05%	70
2025 Q4	$1.35M	Buy	16,590 +10,020	+153%	+$813K	0.08%	44
2025 Q3	$525K	Hold	6,570	–	–	0.05%	48
2025 Q2	$480K	Hold	6,570	–	–	0.05%	43
2025 Q1	$406K	Hold	6,570	–	–	0.04%	54
2024 Q4	$449K	Hold	6,570	–	–	0.05%	36
2024 Q3	$420K	Buy	6,570 +96	+1%	+$5.95K	0.05%	35
2024 Q2	$404K	Hold	6,474	–	–	0.05%	33
2024 Q1	$371K	Sell	6,474 -24,816	-79%	-$1.36M	0.05%	32
2023 Q4	$1.62M	Buy	31,290 +600	+2%	+$29K	0.21%	22
2023 Q3	$1.39M	Buy	30,690 +25,452	+486%	+$1.2M	0.2%	17
2023 Q2	$247K	Buy	+5,238	New	+$227K	0.03%	35

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

Johnson Financial Group LLC (Colorado)'s VUG Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) reduced its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, selling an estimated $94.3K and leaving 8,581 shares worth $739K. The position accounts for 0.04% of the portfolio, ranked #112.

Johnson Financial Group LLC (Colorado) first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.62M in Q4 2023. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Johnson Financial Group LLC (Colorado) held 8,581 shares of Vanguard Morningstar Growth ETF worth $739K as of Q2 2026.
Johnson Financial Group LLC (Colorado) sold 1,121 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $94.3K.
Vanguard Morningstar Growth ETF made up 0.04% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #112 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
Johnson Financial Group LLC (Colorado)'s Vanguard Morningstar Growth ETF position peaked at $1.62M in Q4 2023.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.