Stonebridge Financial Group (Pennsylvania)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$441K	Sell	5,122 -542	-10%	-$45.6K	0.03%	190
2026 Q1	$412K	Buy	5,664 +2,592	+84%	+$202K	0.03%	183
2025 Q4	$250K	Sell	3,072 -120	-4%	-$9.74K	0.02%	219
2025 Q3	$255K	Buy	3,192 +78	+3%	+$5.96K	0.02%	210
2025 Q2	$227K	Sell	3,114 -30	-1%	-$1.98K	0.02%	222
2025 Q1	$194K	Buy	3,144 +492	+19%	+$33.2K	0.02%	223
2024 Q4	$181K	Buy	+2,652	New	+$178K	0.02%	232

Other funds holding VUG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

TCIIS

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Stonebridge Financial Group (Pennsylvania)'s VUG Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its Vanguard Morningstar Growth ETF (VUG) stake by 9.6% in Q2 2026, selling an estimated $45.6K and leaving 5,122 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #190.

Stonebridge Financial Group (Pennsylvania) first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,590 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 5,122 shares of Vanguard Morningstar Growth ETF worth $441K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 542 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $45.6K.
Vanguard Morningstar Growth ETF made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #190 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,590 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.