Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$1.04M	Hold	12,036	–	–	0.01%	175
2026 Q1	$925K	Hold	12,036	–	–	0.01%	173
2025 Q4	$983K	Hold	12,036	–	–	0.01%	169
2025 Q3	$973K	Hold	12,036	–	–	0.01%	169
2025 Q2	$879K	Hold	12,036	–	–	0.01%	165
2025 Q1	$723K	Sell	12,036 -3,030	-20%	-$204K	0.01%	179
2024 Q4	$1.04M	Hold	15,066	–	–	0.01%	163
2024 Q3	$981K	Sell	15,066 -72	-0.5%	-$4.46K	0.01%	166
2024 Q2	$976K	Sell	15,138 -60	-0.4%	-$3.5K	0.01%	154
2024 Q1	$825K	Buy	15,198 +282	+2%	+$15.5K	0.01%	160
2023 Q4	$790K	Hold	14,916	–	–	0.01%	169
2023 Q3	$688K	Hold	14,916	–	–	0.01%	173
2023 Q2	$703K	Buy	14,916 +14,586	+4,420%	+$633K	0.01%	173
2023 Q1	$13.7K	Sell	330 -90	-21%	-$3.5K	﹤0.01%	497
2022 Q4	$14.9K	Hold	420	–	–	﹤0.01%	481
2022 Q3	$15K	Hold	420	–	–	﹤0.01%	507
2022 Q2	$16K	Hold	420	–	–	﹤0.01%	524
2022 Q1	$20K	Sell	420 -180	-30%	-$8.51K	﹤0.01%	519
2021 Q4	$32K	Hold	600	–	–	﹤0.01%	496
2021 Q3	$29K	Hold	600	–	–	﹤0.01%	499
2021 Q2	$29K	Buy	+600	New	+$27.2K	﹤0.01%	512
2021 Q1	–	Sell	-642	Closed	-$27K	–	702
2020 Q4	$27K	Buy	+642	New	+$25.6K	﹤0.01%	485

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

PWP

Perfromance Wealth Partners Hinsdale, Illinois $4.03B AUM 33.76% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VUG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 12,036 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #175.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.04M in Q4 2024. 1,979 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 12,036 shares of Vanguard Morningstar Growth ETF worth $1.04M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #175 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 22 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Morningstar Growth ETF position peaked at $1.04M in Q4 2024.
1,979 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.