SG
VUG icon

StoneX Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

StoneX Group’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 		$10.1M Sell
116,973
-5,055
-4% -$425K 0.41% 36
2026
Q1 		$8.88M Sell
122,028
-119,166
-49% -$9.27M 0.48% 34
2025
Q4 		$19.7M Sell
241,194
-3,810
-2% -$309K 0.85% 25
2025
Q3 		$19.6M Buy
245,004
+2,994
+1% +$229K 0.85% 22
2025
Q2 		$17.7M Buy
242,010
+10,164
+4% +$669K 0.86% 22
2025
Q1 		$14.3M Buy
231,846
+18,072
+8% +$1.22M 0.79% 21
2024
Q4 		$14.6M Buy
213,774
+3,930
+2% +$264K 0.8% 20
2024
Q3 		$13.4M Buy
209,844
+14,760
+8% +$915K 0.98% 20
2024
Q2 		$12.2M Buy
195,084
+8,670
+5% +$506K 0.97% 21
2024
Q1 		$10.7M Sell
186,414
-12,306
-6% -$677K 0.96% 18
2023
Q4 		$10.3M Buy
198,720
+8,352
+4% +$403K 1.02% 17
2023
Q3 		$8.64M Sell
190,368
-15,654
-8% -$739K 0.93% 19
2023
Q2 		$9.72M Buy
206,022
+3,042
+1% +$132K 1.01% 20
2023
Q1 		$8.44M Buy
202,980
+4,146
+2% +$161K 0.92% 17
2022
Q4 		$7.06M Buy
198,834
+23,844
+14% +$877K 0.84% 19
2022
Q3 		$6.24M Buy
174,990
+11,862
+7% +$477K 0.86% 18
2022
Q2 		$6.06M Buy
163,128
+5,790
+4% +$238K 0.74% 27
2022
Q1 		$7.54M Buy
157,338
+12,762
+9% +$604K 0.61% 35
2021
Q4 		$7.73M Buy
144,576
+3,582
+3% +$187K 0.89% 25
2021
Q3 		$6.82M Sell
140,994
-1,818
-1% -$90.5K 0.98% 21
2021
Q2 		$6.83M Buy
142,812
+7,716
+6% +$350K 1.01% 23
2021
Q1 		$5.79M Buy
135,096
+4,494
+3% +$192K 1.04% 19
2020
Q4 		$5.51M Buy
130,602
+6,516
+5% +$260K 1.21% 14
2020
Q3 		$4.71M Buy
124,086
+3,936
+3% +$145K 1.52% 11
2020
Q2 		$4.05M Buy
120,150
+11,568
+11% +$356K 1.53% 11
2020
Q1 		$2.84M Buy
108,582
+26,820
+33% +$803K 1.51% 12
2019
Q4 		$2.48M Buy
81,762
+42,594
+109% +$1.23M 1.01% 16
2019
Q3 		$1.09M Sell
39,168
-10,368
-21% -$288K 0.68% 40
2019
Q2 		$1.35M Buy
49,536
+8,748
+21% +$234K 0.87% 22
2019
Q1 		$1.07M Buy
40,788
+5,232
+15% +$129K 0.81% 30
2018
Q4 		$796K Buy
35,556
+13,812
+64% +$335K 0.77% 34
2018
Q3 		$584K Buy
21,744
+762
+4% +$19.9K 0.43% 74
2018
Q2 		$524K Buy
20,982
+462
+2% +$11.3K 0.45% 77
2018
Q1 		$485K Sell
20,520
-18
-0.1% -$439 0.46% 71
2017
Q4 		$481K Buy
20,538
+3,174
+18% +$72.9K 0.5% 61
2017
Q3 		$384K Buy
17,364
+1,692
+11% +$36.8K 0.48% 78
2017
Q2 		$332K Buy
+15,672
New +$328K 0.1% 256

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

StoneX Group's VUG Position: Q2 2026 in Review

StoneX Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.1% in Q2 2026, selling an estimated $425K and leaving 116,973 shares worth $10.1M. The position accounts for 0.41% of the portfolio, ranked #36.

StoneX Group first reported a position in VUG in Q2 2017 and has held it in 37 quarters since. The position peaked at $19.7M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • StoneX Group held 116,973 shares of Vanguard Morningstar Growth ETF worth $10.1M as of Q2 2026.
  • StoneX Group sold 5,055 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $425K.
  • Vanguard Morningstar Growth ETF made up 0.41% of StoneX Group's portfolio in Q2 2026, its #36 holding.
  • StoneX Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2017 and has held it in 37 quarters since.
  • StoneX Group's Vanguard Morningstar Growth ETF position peaked at $19.7M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.