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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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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. 1,946 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.
  • 1,946 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.