Thompson David Blair’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Thompson David Blair’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	$1.43M	Buy	16,613 +2,249	+16%	+$189K	0.72%	39
2026 Q1	$1.05M	Buy	14,364 +1,494	+12%	+$116K	0.6%	56
2025 Q4	$1.05M	Buy	+12,870	New	+$1.04M	0.6%	47
2024 Q4	$978K	Buy	+14,292	New	+$960K	0.71%	39

Other funds holding VUG

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Thompson David Blair's VUG Position: Q2 2026 in Review

Thompson David Blair increased its Vanguard Morningstar Growth ETF (VUG) stake by 16% in Q2 2026, buying an estimated $189K and bringing the position to 16,613 shares worth $1.43M. The position accounts for 0.72% of the portfolio, ranked #39.

Thompson David Blair first reported a position in VUG in Q4 2024 and has held it in 4 quarters since. 2,797 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Thompson David Blair held 16,613 shares of Vanguard Morningstar Growth ETF worth $1.43M as of Q2 2026.
Thompson David Blair bought 2,249 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $189K.
Vanguard Morningstar Growth ETF made up 0.72% of Thompson David Blair's portfolio in Q2 2026, its #39 holding.
Thompson David Blair first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 4 quarters since.
2,797 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.