Madison Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Madison Asset 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	$7.4M	Buy	85,913 +12,719	+17%	+$1.07M	0.09%	149
2026 Q1	$5.33M	Buy	73,194 +7,410	+11%	+$576K	0.07%	159
2025 Q4	$5.35M	Sell	65,784 -13,350	-17%	-$1.08M	0.06%	163
2025 Q3	$6.33M	Buy	79,134 +28,428	+56%	+$2.17M	0.07%	153
2025 Q2	$3.7M	Buy	50,706 +2,520	+5%	+$166K	0.04%	191
2025 Q1	$2.98M	Buy	48,186 +6,822	+16%	+$460K	0.03%	199
2024 Q4	$2.83M	Buy	41,364 +6,366	+18%	+$428K	0.03%	216
2024 Q3	$2.24M	Buy	+34,998	New	+$2.17M	0.03%	248
2021 Q1	–	Sell	-620,718	Closed	-$26.2M	–	325
2020 Q4	$26.2M	Buy	620,718 +5,028	+0.8%	+$201K	0.39%	90
2020 Q3	$23.4M	Buy	615,690 +72,534	+13%	+$2.68M	0.39%	89
2020 Q2	$18.3M	Sell	543,156 -753,540	-58%	-$23.2M	0.32%	93
2020 Q1	$33.9M	Buy	1,296,696 +199,686	+18%	+$5.98M	0.7%	54
2019 Q4	$33.3M	Buy	+1,097,010	New	+$31.7M	0.51%	63

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

Madison Asset Management's VUG Position: Q2 2026 in Review

Madison Asset Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 17% in Q2 2026, buying an estimated $1.07M and bringing the position to 85,913 shares worth $7.4M. The position accounts for 0.09% of the portfolio, ranked #149.

Madison Asset Management first reported a position in VUG in Q4 2019 and has held it in 13 quarters since. The position peaked at $33.9M in Q1 2020. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Madison Asset Management held 85,913 shares of Vanguard Morningstar Growth ETF worth $7.4M as of Q2 2026.
Madison Asset Management bought 12,719 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.07M.
Vanguard Morningstar Growth ETF made up 0.09% of Madison Asset Management's portfolio in Q2 2026, its #149 holding.
Madison Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 13 quarters since.
Madison Asset Management's Vanguard Morningstar Growth ETF position peaked at $33.9M in Q1 2020.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.