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Pinney & Scofield’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pinney & Scofield’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 		$1.97M Buy
22,919
+2,111
+10% +$178K 0.97% 19
2026
Q1 		$1.51M Buy
20,808
+7,392
+55% +$575K 0.82% 20
2025
Q4 		$1.09M Buy
13,416
+2,976
+29% +$242K 0.62% 22
2025
Q3 		$834K Sell
10,440
-204
-2% -$15.6K 0.52% 23
2025
Q2 		$778K Sell
10,644
-348
-3% -$22.9K 0.53% 25
2025
Q1 		$679K Buy
10,992
+3,024
+38% +$204K 0.49% 25
2024
Q4 		$545K Buy
+7,968
New +$535K 0.41% 28

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

Pinney & Scofield's VUG Position: Q2 2026 in Review

Pinney & Scofield increased its Vanguard Morningstar Growth ETF (VUG) stake by 10% in Q2 2026, buying an estimated $178K and bringing the position to 22,919 shares worth $1.97M. The position accounts for 0.97% of the portfolio, ranked #19.

Pinney & Scofield first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Pinney & Scofield held 22,919 shares of Vanguard Morningstar Growth ETF worth $1.97M as of Q2 2026.
  • Pinney & Scofield bought 2,111 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $178K.
  • Vanguard Morningstar Growth ETF made up 0.97% of Pinney & Scofield's portfolio in Q2 2026, its #19 holding.
  • Pinney & Scofield first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.