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New Hampshire Trust’s Vanguard Morningstar Growth ETF VUG Stock Holding History

New Hampshire Trust’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 		$439K Buy
5,100
+618
+14% +$52K 0.08% 128
2026
Q1 		$326K Hold
4,482
– – 0.07% 131
2025
Q4 		$364K Hold
4,482
– – 0.07% 133
2025
Q3 		$358K Hold
4,482
– – 0.07% 143
2025
Q2 		$327K Hold
4,482
– – 0.07% 152
2025
Q1 		$277K Buy
+4,482
New +$302K 0.06% 159

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

New Hampshire Trust's VUG Position: Q2 2026 in Review

New Hampshire Trust increased its Vanguard Morningstar Growth ETF (VUG) stake by 14% in Q2 2026, buying an estimated $52K and bringing the position to 5,100 shares worth $439K. The position accounts for 0.08% of the portfolio, ranked #128.

New Hampshire Trust first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • New Hampshire Trust held 5,100 shares of Vanguard Morningstar Growth ETF worth $439K as of Q2 2026.
  • New Hampshire Trust bought 618 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $52K.
  • Vanguard Morningstar Growth ETF made up 0.08% of New Hampshire Trust's portfolio in Q2 2026, its #128 holding.
  • New Hampshire Trust first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on New Hampshire Trust's 13F filing for Q2 2026, filed 27 Jul 2026.