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SouthState Corp’s Vanguard Morningstar Growth ETF VUG Stock Holding History

SouthState Corp’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 		$16.5M Buy
191,362
+1,042
+0.5% +$87.7K 0.69% 44
2026
Q1 		$13.9M Buy
190,320
+6,342
+3% +$493K 0.65% 44
2025
Q4 		$15M Buy
183,978
+3,354
+2% +$272K 0.67% 45
2025
Q3 		$14.4M Buy
180,624
+8,910
+5% +$681K 0.67% 47
2025
Q2 		$12.5M Buy
171,714
+19,572
+13% +$1.29M 0.55% 55
2025
Q1 		$9.4M Buy
152,142
+33,720
+28% +$2.27M 0.43% 65
2024
Q4 		$8.1M Hold
118,422
– – 0.53% 48
2024
Q3 		$7.58M Buy
118,422
+1,992
+2% +$123K 0.52% 54
2024
Q2 		$7.26M Buy
116,430
+112,692
+3,015% +$6.57M 0.53% 56
2024
Q1 		$214K Buy
3,738
+2,766
+285% +$152K 0.02% 244
2023
Q4 		$50.4K Buy
972
+768
+376% +$37.1K ﹤0.01% 350
2023
Q3 		$9.26K Hold
204
– – ﹤0.01% 476
2023
Q2 		$9.62K Sell
204
-30
-13% -$1.3K ﹤0.01% 473
2023
Q1 		$9.73K Sell
234
-3,372
-94% -$131K ﹤0.01% 511
2022
Q4 		$128K Buy
+3,606
New +$133K 0.01% 304
2022
Q3 		– Sell
-36
Closed -$1K – 743
2022
Q2 		$1K Sell
36
-1,140
-97% -$46.8K ﹤0.01% 696
2022
Q1 		$56K Hold
1,176
– – ﹤0.01% 422
2021
Q4 		$63K Hold
1,176
– – ﹤0.01% 379
2021
Q3 		$57K Buy
+1,176
New +$58.5K ﹤0.01% 343

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

SouthState Corp's VUG Position: Q2 2026 in Review

SouthState Corp increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.55% in Q2 2026, buying an estimated $87.7K and bringing the position to 191,362 shares worth $16.5M. The position accounts for 0.69% of the portfolio, ranked #44.

SouthState Corp first reported a position in VUG in Q3 2021 and has held it in 19 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • SouthState Corp held 191,362 shares of Vanguard Morningstar Growth ETF worth $16.5M as of Q2 2026.
  • SouthState Corp bought 1,042 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $87.7K.
  • Vanguard Morningstar Growth ETF made up 0.69% of SouthState Corp's portfolio in Q2 2026, its #44 holding.
  • SouthState Corp first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.