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Mayflower Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Mayflower Financial 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 		$4.75M Buy
55,164
+17,808
+48% +$1.5M 0.41% 65
2026
Q1 		$2.72M Buy
37,356
+7,668
+26% +$597K 0.33% 79
2025
Q4 		$2.41M Buy
29,688
+5,214
+21% +$423K 0.29% 82
2025
Q3 		$1.96M Buy
24,474
+3,672
+18% +$281K 0.25% 95
2025
Q2 		$1.52M Buy
20,802
+552
+3% +$36.3K 0.21% 112
2025
Q1 		$1.25M Buy
20,250
+2,274
+13% +$153K 0.19% 117
2024
Q4 		$1.23M Buy
17,976
+576
+3% +$38.7K 0.18% 116
2024
Q3 		$1.11M Sell
17,400
-966
-5% -$59.9K 0.17% 127
2024
Q2 		$1.14M Sell
18,366
-2,310
-11% -$135K 0.19% 109
2024
Q1 		$1.19M Buy
20,676
+492
+2% +$27.1K 0.2% 113
2023
Q4 		$1.05M Sell
20,184
-552
-3% -$26.6K 0.14% 132
2023
Q3 		$941K Sell
20,736
-3,720
-15% -$176K 0.14% 130
2023
Q2 		$1.15M Buy
24,456
+2,472
+11% +$107K 0.15% 121
2023
Q1 		$914K Sell
21,984
-144
-0.7% -$5.6K 0.12% 142
2022
Q4 		$786K Buy
22,128
+3,078
+16% +$113K 0.11% 145
2022
Q3 		$679K Sell
19,050
-186
-1% -$7.48K 0.11% 143
2022
Q2 		$715K Sell
19,236
-954
-5% -$39.2K 0.11% 145
2022
Q1 		$968K Buy
20,190
+1,050
+5% +$49.7K 0.13% 117
2021
Q4 		$1.02M Buy
19,140
+354
+2% +$18.4K 0.14% 109
2021
Q3 		$961K Buy
18,786
+390
+2% +$19.4K 0.13% 112
2021
Q2 		$879K Buy
18,396
+450
+3% +$20.4K 0.12% 114
2021
Q1 		$769K Sell
17,946
-192
-1% -$8.21K 0.11% 121
2020
Q4 		$766K Buy
+18,138
New +$724K 0.13% 117

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Mayflower Financial Advisors's VUG Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 48% in Q2 2026, buying an estimated $1.5M and bringing the position to 55,164 shares worth $4.75M. The position accounts for 0.41% of the portfolio, ranked #65.

Mayflower Financial Advisors first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Mayflower Financial Advisors held 55,164 shares of Vanguard Morningstar Growth ETF worth $4.75M as of Q2 2026.
  • Mayflower Financial Advisors bought 17,808 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.5M.
  • Vanguard Morningstar Growth ETF made up 0.41% of Mayflower Financial Advisors's portfolio in Q2 2026, its #65 holding.
  • Mayflower Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.