Mechanics Financial Corp’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Mechanics Financial Corp’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	$10.3K	Hold	120	–	–	﹤0.01%	210
2026 Q1	$8.74K	Hold	120	–	–	﹤0.01%	217
2025 Q4	$9.76K	Hold	120	–	–	﹤0.01%	216
2025 Q3	$9.59K	Hold	120	–	–	﹤0.01%	224
2025 Q2	$8.77K	Hold	120	–	–	﹤0.01%	227
2025 Q1	$7.42K	Buy	+120	New	+$8.09K	﹤0.01%	232

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

Mechanics Financial Corp's VUG Position: Q2 2026 in Review

Mechanics Financial Corp held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 120 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Mechanics Financial Corp first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Mechanics Financial Corp held 120 shares of Vanguard Morningstar Growth ETF worth $10.3K as of Q2 2026.
Mechanics Financial Corp left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up ﹤0.01% of Mechanics Financial Corp's portfolio in Q2 2026, its #210 holding.
Mechanics Financial Corp first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.