MWM
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Modera Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Modera Wealth 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 		$662M Buy
7,690,071
+241,329
+3% +$20.3M 7.07% 1
2026
Q1 		$542M Buy
7,448,742
+268,014
+4% +$20.8M 6.5% 1
2025
Q4 		$584M Sell
7,180,728
-132,396
-2% -$10.7M 6.75% 1
2025
Q3 		$585M Buy
7,313,124
+141,780
+2% +$10.8M 6.77% 1
2025
Q2 		$524M Buy
7,171,344
+98,286
+1% +$6.47M 6.49% 1
2025
Q1 		$437M Buy
7,073,058
+215,178
+3% +$14.5M 5.91% 1
2024
Q4 		$469M Buy
6,857,880
+65,274
+1% +$4.39M 5.66% 2
2024
Q3 		$435M Buy
6,792,606
+238,944
+4% +$14.8M 5.53% 2
2024
Q2 		$409M Buy
6,553,662
+763,698
+13% +$44.5M 6.02% 1
2024
Q1 		$332M Buy
5,789,964
+254,106
+5% +$14M 5.06% 1
2023
Q4 		$287M Buy
5,535,858
+481,644
+10% +$23.2M 4.75% 1
2023
Q3 		$229M Buy
5,054,214
+133,392
+3% +$6.3M 4.32% 2
2023
Q2 		$232M Buy
4,920,822
+231,420
+5% +$10M 4.21% 2
2023
Q1 		$195M Buy
4,689,402
+367,092
+8% +$14.3M 7.57% 1
2022
Q4 		$154M Buy
4,322,310
+375,078
+10% +$13.8M 6.24% 3
2022
Q3 		$141M Sell
3,947,232
-13,236
-0.3% -$532K 7.13% 2
2022
Q2 		$147M Buy
3,960,468
+866,988
+28% +$35.6M 7.01% 2
2022
Q1 		$148M Buy
3,093,480
+824,880
+36% +$39M 6.56% 3
2021
Q4 		$121M Buy
2,268,600
+416,634
+22% +$21.7M 4.63% 5
2021
Q3 		$89.6M Buy
1,851,966
+195,948
+12% +$9.75M 4.6% 6
2021
Q2 		$79.2M Buy
1,656,018
+73,434
+5% +$3.33M 4.27% 7
2021
Q1 		$67.8M Buy
1,582,584
+364,302
+30% +$15.6M 4.41% 8
2020
Q4 		$51.4M Buy
+1,218,282
New +$48.6M 4.08% 7

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

Modera Wealth Management's VUG Position: Q2 2026 in Review

Modera Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.2% in Q2 2026, buying an estimated $20.3M and bringing the position to 7,690,071 shares worth $662M. The position accounts for 7.07% of the portfolio, ranked #1.

Modera Wealth Management 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.

  • Modera Wealth Management held 7,690,071 shares of Vanguard Morningstar Growth ETF worth $662M as of Q2 2026.
  • Modera Wealth Management bought 241,329 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $20.3M.
  • Vanguard Morningstar Growth ETF made up 7.07% of Modera Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Modera Wealth Management 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 Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.