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Romano Brothers & Co’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Romano Brothers & Co’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 		$21.6M Buy
250,904
+596
+0.2% +$50.1K 2.17% 7
2026
Q1 		$18.2M Buy
250,308
+420
+0.2% +$32.7K 2.07% 8
2025
Q4 		$20.3M Buy
249,888
+7,692
+3% +$624K 2.31% 8
2025
Q3 		$19.4M Buy
242,196
+4,656
+2% +$356K 2.21% 9
2025
Q2 		$17.4M Buy
237,540
+6,906
+3% +$455K 2.15% 10
2025
Q1 		$14.3M Buy
230,634
+9,666
+4% +$652K 1.84% 11
2024
Q4 		$15.1M Buy
220,968
+4,284
+2% +$288K 1.91% 11
2024
Q3 		$13.9M Buy
216,684
+16,980
+9% +$1.05M 1.73% 10
2024
Q2 		$12.4M Buy
199,704
+13,476
+7% +$786K 1.72% 10
2024
Q1 		$10.7M Buy
186,228
+4,932
+3% +$271K 1.46% 11
2023
Q4 		$9.39M Buy
181,296
+19,410
+12% +$937K 1.4% 12
2023
Q3 		$7.35M Buy
161,886
+13,230
+9% +$625K 1.14% 17
2023
Q2 		$7.01M Buy
148,656
+11,178
+8% +$485K 1.04% 20
2023
Q1 		$5.72M Sell
137,478
-594
-0.4% -$23.1K 0.88% 23
2022
Q4 		$4.9M Sell
138,072
-2,574
-2% -$94.7K 0.74% 35
2022
Q3 		$5.01M Buy
+140,646
New +$5.65M 0.81% 32

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

Romano Brothers & Co's VUG Position: Q2 2026 in Review

Romano Brothers & Co increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.24% in Q2 2026, buying an estimated $50.1K and bringing the position to 250,904 shares worth $21.6M. The position accounts for 2.17% of the portfolio, ranked #7.

Romano Brothers & Co first reported a position in VUG in Q3 2022 and has held it in 16 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Romano Brothers & Co held 250,904 shares of Vanguard Morningstar Growth ETF worth $21.6M as of Q2 2026.
  • Romano Brothers & Co bought 596 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $50.1K.
  • Vanguard Morningstar Growth ETF made up 2.17% of Romano Brothers & Co's portfolio in Q2 2026, its #7 holding.
  • Romano Brothers & Co first reported a position in Vanguard Morningstar Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.