Perkins Coie Trust Company’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Perkins Coie Trust Company’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	$445K	Sell	5,164 -32	-0.6%	-$2.69K	0.07%	80
2026 Q1	$378K	Hold	5,196	–	–	0.07%	78
2025 Q4	$422K	Hold	5,196	–	–	0.08%	78
2025 Q3	$415K	Hold	5,196	–	–	0.08%	78
2025 Q2	$380K	Sell	5,196 -36	-0.7%	-$2.37K	0.06%	87
2025 Q1	$323K	Hold	5,232	–	–	0.07%	89
2024 Q4	$358K	Sell	5,232 -714	-12%	-$48K	0.08%	85
2024 Q3	$380K	Hold	5,946	–	–	0.08%	85
2024 Q2	$371K	Hold	5,946	–	–	0.09%	79
2024 Q1	$341K	Hold	5,946	–	–	0.08%	83
2023 Q4	$308K	Sell	5,946 -150	-2%	-$7.24K	0.08%	85
2023 Q3	$277K	Sell	6,096 -924	-13%	-$43.6K	0.08%	87
2023 Q2	$331K	Buy	7,020 +942	+15%	+$40.9K	0.09%	78
2023 Q1	$253K	Buy	6,078 +5,466	+893%	+$213K	0.08%	79
2022 Q4	$21.7K	Hold	612	–	–	0.01%	159
2022 Q3	$22K	Hold	612	–	–	0.01%	160
2022 Q2	$23K	Hold	612	–	–	0.01%	159
2022 Q1	$29K	Hold	612	–	–	0.01%	165
2021 Q4	$33K	Hold	612	–	–	0.01%	157
2021 Q3	$30K	Hold	612	–	–	0.01%	175
2021 Q2	$29K	Hold	612	–	–	0.01%	183
2021 Q1	$26K	Hold	612	–	–	0.01%	174
2020 Q4	$26K	Hold	612	–	–	0.01%	181
2020 Q3	$23K	Hold	612	–	–	0.01%	178
2020 Q2	$21K	Hold	612	–	–	0.01%	188
2020 Q1	$16K	Hold	612	–	–	0.01%	216
2019 Q4	$19K	Hold	612	–	–	0.01%	229
2019 Q3	$17K	Hold	612	–	–	0.01%	234
2019 Q2	$17K	Hold	612	–	–	0.01%	228
2019 Q1	$16K	Hold	612	–	–	0.01%	235
2018 Q4	$14K	Hold	612	–	–	0.01%	240
2018 Q3	$16K	Hold	612	–	–	0.01%	241
2018 Q2	$15K	Hold	612	–	–	0.01%	244
2018 Q1	$14K	Sell	612 -462	-43%	-$11.3K	0.01%	249
2017 Q4	$25K	Sell	1,074 -210	-16%	-$4.82K	0.01%	217
2017 Q3	$28K	Hold	1,284	–	–	0.01%	208
2017 Q2	$27K	Hold	1,284	–	–	0.01%	213
2017 Q1	$26K	Hold	1,284	–	–	0.02%	207
2016 Q4	$24K	Buy	+1,284	New	+$23.7K	0.01%	210

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

Perkins Coie Trust Company's VUG Position: Q2 2026 in Review

Perkins Coie Trust Company reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.62% in Q2 2026, selling an estimated $2.69K and leaving 5,164 shares worth $445K. The position accounts for 0.07% of the portfolio, ranked #80.

Perkins Coie Trust Company first reported a position in VUG in Q4 2016 and has held it in 39 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Perkins Coie Trust Company held 5,164 shares of Vanguard Morningstar Growth ETF worth $445K as of Q2 2026.
Perkins Coie Trust Company sold 32 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.69K.
Vanguard Morningstar Growth ETF made up 0.07% of Perkins Coie Trust Company's portfolio in Q2 2026, its #80 holding.
Perkins Coie Trust Company first reported a position in Vanguard Morningstar Growth ETF in Q4 2016 and has held it in 39 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.