Squire Investment Management Company’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Squire Investment Management 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	$666K	Buy	+7,728	New	+$650K	0.16%	54

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Squire Investment Management Company's VUG Position: Q2 2026 in Review

Squire Investment Management Company opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 7,728 shares worth $666K. The stake represents 0.16% of the portfolio and ranks #54 among its holdings.

2,425 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Squire Investment Management Company held 7,728 shares of Vanguard Morningstar Growth ETF worth $666K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Squire Investment Management Company position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.16% of Squire Investment Management Company's portfolio in Q2 2026, its #54 holding.
2,425 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.