Parsons Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Parsons Capital 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	$5.16M	Buy	59,930 +1,202	+2%	+$101K	0.23%	92
2026 Q1	$4.28M	Sell	58,728 -852	-1%	-$66.3K	0.2%	108
2025 Q4	$4.84M	Buy	59,580 +6,672	+13%	+$541K	0.27%	77
2025 Q3	$4.23M	Sell	52,908 -846	-2%	-$64.6K	0.24%	91
2025 Q2	$3.93M	Sell	53,754 -6,438	-11%	-$424K	0.24%	93
2025 Q1	$3.72M	Sell	60,192 -2,928	-5%	-$197K	0.2%	102
2024 Q4	$4.32M	Buy	63,120 +894	+1%	+$60.1K	0.23%	86
2024 Q3	$3.98M	Buy	62,226 +6,000	+11%	+$372K	0.25%	85
2024 Q2	$3.5M	Buy	56,226 +9,858	+21%	+$575K	0.24%	93
2024 Q1	$2.66M	Buy	46,368 +5,106	+12%	+$281K	0.18%	126
2023 Q4	$2.14M	Buy	41,262 +7,014	+20%	+$339K	0.15%	137
2023 Q3	$1.55M	Buy	34,248 +9,174	+37%	+$433K	0.12%	164
2023 Q2	$1.18M	Buy	25,074 +1,056	+4%	+$45.8K	0.09%	190
2023 Q1	$999K	Buy	24,018 +2,190	+10%	+$85.2K	0.08%	212
2022 Q4	$775K	Hold	21,828	–	–	0.06%	237
2022 Q3	$778K	Hold	21,828	–	–	0.07%	226
2022 Q2	$811K	Sell	21,828 -720	-3%	-$29.6K	0.07%	226
2022 Q1	$1.08M	Hold	22,548	–	–	0.08%	210
2021 Q4	$1.21M	Hold	22,548	–	–	0.09%	202
2021 Q3	$1.09M	Sell	22,548 -720	-3%	-$35.8K	0.09%	212
2021 Q2	$1.11M	Buy	23,268 +3,078	+15%	+$140K	0.09%	208
2021 Q1	$865K	Sell	20,190 -1,260	-6%	-$53.9K	0.07%	218
2020 Q4	$906K	Buy	21,450 +60	+0.3%	+$2.4K	0.08%	216
2020 Q3	$811K	Buy	21,390 +150	+0.7%	+$5.54K	0.08%	202
2020 Q2	$715K	Buy	21,240 +570	+3%	+$17.5K	0.08%	197
2020 Q1	$540K	Hold	20,670	–	–	0.07%	213
2019 Q4	$628K	Buy	20,670 +216	+1%	+$6.24K	0.06%	226
2019 Q3	$567K	Hold	20,454	–	–	0.06%	234
2019 Q2	$557K	Hold	20,454	–	–	0.06%	235
2019 Q1	$533K	Buy	20,454 +2,304	+13%	+$56.9K	0.06%	236
2018 Q4	$406K	Hold	18,150	–	–	0.05%	250
2018 Q3	$487K	Hold	18,150	–	–	0.05%	258
2018 Q2	$453K	Hold	18,150	–	–	0.05%	264
2018 Q1	$429K	Sell	18,150 -900	-5%	-$21.9K	0.05%	264
2017 Q4	$447K	Hold	19,050	–	–	0.05%	271
2017 Q3	$421K	Buy	19,050 +2,700	+17%	+$58.7K	0.05%	267
2017 Q2	$346K	Hold	16,350	–	–	0.04%	273
2017 Q1	$332K	Hold	16,350	–	–	0.04%	278
2016 Q4	$304K	Buy	+16,350	New	+$302K	0.04%	275
2015 Q2	–	Sell	-7,080	Closed	-$123K	–	531
2015 Q1	$123K	Buy	+7,080	New	+$126K	0.02%	365

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

Parsons Capital Management's VUG Position: Q2 2026 in Review

Parsons Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 2% in Q2 2026, buying an estimated $101K and bringing the position to 59,930 shares worth $5.16M. The position accounts for 0.23% of the portfolio, ranked #92.

Parsons Capital Management first reported a position in VUG in Q1 2015 and has held it in 40 quarters since. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Parsons Capital Management held 59,930 shares of Vanguard Morningstar Growth ETF worth $5.16M as of Q2 2026.
Parsons Capital Management bought 1,202 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $101K.
Vanguard Morningstar Growth ETF made up 0.23% of Parsons Capital Management's portfolio in Q2 2026, its #92 holding.
Parsons Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2015 and has held it in 40 quarters since.
2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.