Morton Brown Family Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Morton Brown Family Wealth’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	$73.9K	Hold	858	–	–	0.02%	108
2026 Q1	$62.5K	Hold	858	–	–	0.02%	109
2025 Q4	$69.8K	Hold	858	–	–	0.02%	101
2025 Q3	$68.6K	Hold	858	–	–	0.02%	98
2025 Q2	$62.7K	Hold	858	–	–	0.02%	96
2025 Q1	$53K	Hold	858	–	–	0.02%	101
2024 Q4	$58.7K	Hold	858	–	–	0.02%	99
2024 Q3	$54.9K	Hold	858	–	–	0.02%	94
2024 Q2	$53.4K	Hold	858	–	–	0.02%	89
2024 Q1	$49.2K	Hold	858	–	–	0.02%	88
2023 Q4	$44.5K	Hold	858	–	–	0.02%	108
2023 Q3	$38.9K	Buy	858 +126	+17%	+$5.95K	0.02%	87
2023 Q2	$34.5K	Hold	732	–	–	0.02%	89
2023 Q1	$30.4K	Hold	732	–	–	0.02%	92
2022 Q4	$26K	Hold	732	–	–	0.02%	91
2022 Q3	$26K	Hold	732	–	–	0.02%	85
2022 Q2	$27K	Buy	+732	New	+$30.1K	0.02%	85

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

Morton Brown Family Wealth's VUG Position: Q2 2026 in Review

Morton Brown Family Wealth held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 858 shares worth $73.9K. The position accounts for 0.02% of the portfolio, ranked #108.

Morton Brown Family Wealth first reported a position in VUG in Q2 2022 and has held it in 17 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Morton Brown Family Wealth held 858 shares of Vanguard Morningstar Growth ETF worth $73.9K as of Q2 2026.
Morton Brown Family Wealth left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #108 holding.
Morton Brown Family Wealth first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 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 Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.