Matthew Hamilton Rosenberg’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Matthew Hamilton Rosenberg’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	$63.6K	Hold	738	–	–	0.01%	408
2026 Q1	$53.7K	Hold	738	–	–	0.01%	412
2025 Q4	$60K	Hold	738	–	–	0.01%	398
2025 Q3	$59K	Hold	738	–	–	0.01%	399
2025 Q2	$53.9K	Buy	738 +132	+22%	+$8.69K	0.01%	424
2025 Q1	$37.5K	Hold	606	–	–	0.01%	469
2024 Q4	$41.5K	Hold	606	–	–	0.01%	445
2024 Q3	$38.8K	Buy	606 +504	+494%	+$31.2K	0.01%	465
2024 Q2	$6.4K	Hold	102	–	–	﹤0.01%	634
2024 Q1	$5.85K	Hold	102	–	–	﹤0.01%	675
2023 Q4	$5.29K	Buy	+102	New	+$4.92K	﹤0.01%	697
2023 Q2	–	Sell	-48	Closed	-$2K	–	1002
2023 Q1	$2K	Hold	48	–	–	﹤0.01%	793
2022 Q4	$1.71K	Hold	48	–	–	﹤0.01%	787
2022 Q3	$2K	Hold	48	–	–	﹤0.01%	786
2022 Q2	$2K	Hold	48	–	–	﹤0.01%	758
2022 Q1	$2K	Hold	48	–	–	﹤0.01%	724
2021 Q4	$3K	Buy	+48	New	+$2.5K	﹤0.01%	678

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

Matthew Hamilton Rosenberg's VUG Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 738 shares worth $63.6K. The position accounts for 0.01% of the portfolio, ranked #408.

Matthew Hamilton Rosenberg first reported a position in VUG in Q4 2021 and has held it in 17 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Matthew Hamilton Rosenberg held 738 shares of Vanguard Morningstar Growth ETF worth $63.6K as of Q2 2026.
Matthew Hamilton Rosenberg left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #408 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 17 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.