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Patten & Patten’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Patten & Patten’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 		$2.93M Buy
34,020
+126
+0.4% +$10.6K 0.16% 109
2026
Q1 		$2.47M Buy
33,894
+1,260
+4% +$98K 0.15% 118
2025
Q4 		$2.65M Buy
32,634
+66
+0.2% +$5.36K 0.16% 104
2025
Q3 		$2.6M Buy
32,568
+1,038
+3% +$79.3K 0.15% 106
2025
Q2 		$2.3M Buy
31,530
+594
+2% +$39.1K 0.15% 109
2025
Q1 		$1.91M Buy
30,936
+510
+2% +$34.4K 0.13% 116
2024
Q4 		$2.08M Buy
30,426
+708
+2% +$47.6K 0.14% 111
2024
Q3 		$1.9M Buy
29,718
+300
+1% +$18.6K 0.13% 119
2024
Q2 		$1.83M Buy
29,418
+42
+0.1% +$2.45K 0.13% 120
2024
Q1 		$1.69M Buy
29,376
+84
+0.3% +$4.62K 0.12% 127
2023
Q4 		$1.52M Buy
29,292
+1,164
+4% +$56.2K 0.12% 122
2023
Q3 		$1.28M Sell
28,128
-510
-2% -$24.1K 0.11% 128
2023
Q2 		$1.35M Sell
28,638
-90
-0.3% -$3.9K 0.11% 124
2023
Q1 		$1.19M Buy
28,728
+360
+1% +$14K 0.11% 129
2022
Q4 		$1.01M Buy
28,368
+1,710
+6% +$62.9K 0.09% 138
2022
Q3 		$951K Buy
26,658
+3,942
+17% +$158K 0.09% 141
2022
Q2 		$844K Buy
22,716
+1,980
+10% +$81.3K 0.07% 157
2022
Q1 		$994K Buy
20,736
+2,544
+14% +$120K 0.07% 152
2021
Q4 		$973K Buy
18,192
+504
+3% +$26.3K 0.07% 158
2021
Q3 		$855K Buy
17,688
+3,108
+21% +$155K 0.07% 162
2021
Q2 		$697K Buy
14,580
+2,730
+23% +$124K 0.05% 180
2021
Q1 		$508K Buy
11,850
+90
+0.8% +$3.85K 0.04% 200
2020
Q4 		$497K Buy
+11,760
New +$469K 0.04% 193
2020
Q1 		– Sell
-7,260
Closed -$220K – 244
2019
Q4 		$220K Hold
7,260
– – 0.02% 232
2019
Q3 		$201K Buy
+7,260
New +$201K 0.02% 229

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

Patten & Patten's VUG Position: Q2 2026 in Review

Patten & Patten increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.37% in Q2 2026, buying an estimated $10.6K and bringing the position to 34,020 shares worth $2.93M. The position accounts for 0.16% of the portfolio, ranked #109.

Patten & Patten first reported a position in VUG in Q3 2019 and has held it in 25 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Patten & Patten held 34,020 shares of Vanguard Morningstar Growth ETF worth $2.93M as of Q2 2026.
  • Patten & Patten bought 126 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard Morningstar Growth ETF made up 0.16% of Patten & Patten's portfolio in Q2 2026, its #109 holding.
  • Patten & Patten first reported a position in Vanguard Morningstar Growth ETF in Q3 2019 and has held it in 25 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.