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Merrithew & Thorsten Inc’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Merrithew & Thorsten Inc’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 		$155K Buy
1,809
+3
+0.2% +$252 0.13% 32
2026
Q1 		$131K Buy
1,806
+6
+0.3% +$467 0.12% 31
2025
Q4 		$146K Buy
+1,800
New +$146K 0.15% 29

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

Merrithew & Thorsten Inc's VUG Position: Q2 2026 in Review

Merrithew & Thorsten Inc increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.17% in Q2 2026, buying an estimated $252 and bringing the position to 1,809 shares worth $155K. The position accounts for 0.13% of the portfolio, ranked #32.

Merrithew & Thorsten Inc first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Merrithew & Thorsten Inc held 1,809 shares of Vanguard Morningstar Growth ETF worth $155K as of Q2 2026.
  • Merrithew & Thorsten Inc bought 3 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $252.
  • Vanguard Morningstar Growth ETF made up 0.13% of Merrithew & Thorsten Inc's portfolio in Q2 2026, its #32 holding.
  • Merrithew & Thorsten Inc first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.