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

Penserra 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	$36.8M	Buy	+427,691	New	+$36M	0.28%	119
2026 Q1	–	Sell	-407,694	Closed	-$33.1M	–	1190
2025 Q4	$33.1M	Sell	407,694 -155,142	-28%	-$12.6M	0.39%	94
2025 Q3	$45M	Buy	562,836 +28,302	+5%	+$2.16M	0.54%	53
2025 Q2	$39.1M	Buy	534,534 +45,306	+9%	+$2.98M	0.54%	43
2025 Q1	$30.2M	Sell	489,228 -92,748	-16%	-$6.25M	0.54%	42
2024 Q4	$39.8M	Sell	581,976 -26,442	-4%	-$1.78M	0.73%	36
2024 Q3	$38.9M	Sell	608,418 -178,254	-23%	-$11M	0.84%	34
2024 Q2	$49M	Buy	786,672 +7,350	+0.9%	+$429K	0.62%	47
2024 Q1	$44.7M	Buy	+779,322	New	+$42.9M	0.56%	49
2023 Q3	–	Sell	-432	Closed	-$20K	–	1382
2023 Q2	$20K	Buy	+432	New	+$18.7K	﹤0.01%	1118
2020 Q3	–	Sell	-7,920	Closed	-$266K	–	1045
2020 Q2	$266K	Buy	+7,920	New	+$244K	0.01%	452
2019 Q4	–	Sell	-13,182	Closed	-$365K	–	1004
2019 Q3	$365K	Buy	+13,182	New	+$366K	0.03%	348

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 22.9% 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

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

Penserra Capital Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 427,691 shares worth $36.8M. The stake represents 0.28% of the portfolio and ranks #119 among its holdings. This is a return to the name: Penserra Capital Management previously reported a position in VUG as recently as Q4 2025.

Penserra Capital Management first reported a position in VUG in Q3 2019 and has held it in 12 quarters since. The position peaked at $49M in Q2 2024. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Penserra Capital Management held 427,691 shares of Vanguard Morningstar Growth ETF worth $36.8M as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Penserra Capital Management position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.28% of Penserra Capital Management's portfolio in Q2 2026, its #119 holding.
Penserra Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2019 and has held it in 12 quarters since.
Penserra Capital Management's Vanguard Morningstar Growth ETF position peaked at $49M in Q2 2024.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.