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SVB Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

SVB Wealth’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 		$844K Sell
9,796
-3,014
-24% -$254K 0.05% 211
2026
Q1 		$933K Sell
12,810
-6
-0% -$467 0.06% 201
2025
Q4 		$1.04M Sell
12,816
-150
-1% -$12.2K 0.06% 204
2025
Q3 		$1.04M Sell
12,966
-330
-2% -$25.2K 0.06% 224
2025
Q2 		$971K Buy
+13,296
New +$875K 0.05% 233
2025
Q1 		– Sell
-29,616
Closed -$2.03M – 1804
2024
Q4 		$2.03M Buy
+29,616
New +$1.99M 0.04% 229
2024
Q3 		– Sell
-75,642
Closed -$4.72M – 614
2024
Q2 		$4.72M Sell
75,642
-72,366
-49% -$4.22M 0.12% 158
2024
Q1 		$8.49M Sell
148,008
-29,172
-16% -$1.6M 0.19% 122
2023
Q4 		$9.18M Buy
177,180
+101,646
+135% +$4.91M 0.22% 113
2023
Q3 		$3.43M Buy
75,534
+2,802
+4% +$132K 0.08% 174
2023
Q2 		$3.43M Sell
72,732
-18,144
-20% -$787K 0.06% 186
2023
Q1 		$3.78M Sell
90,876
-19,110
-17% -$743K 0.05% 193
2022
Q4 		$3.91M Buy
109,986
+26,556
+32% +$977K 0.05% 190
2022
Q3 		$2.98M Buy
83,430
+12,366
+17% +$497K 0.04% 210
2022
Q2 		$2.64M Buy
71,064
+4,434
+7% +$182K 0.04% 193
2022
Q1 		$3.19M Sell
66,630
-11,580
-15% -$548K 0.04% 178
2021
Q4 		$4.18M Sell
78,210
-8,700
-10% -$453K 0.07% 157
2021
Q3 		$4.2M Buy
86,910
+19,194
+28% +$955K 0.05% 178
2021
Q2 		$3.24M Buy
67,716
+20,754
+44% +$942K 0.04% 207
2021
Q1 		$2.01M Buy
46,962
+3,570
+8% +$153K 0.03% 239
2020
Q4 		$1.83M Sell
43,392
-300
-0.7% -$12K 0.03% 251
2020
Q3 		$1.66M Buy
43,692
+4,794
+12% +$177K 0.03% 235
2020
Q2 		$1.31M Buy
38,898
+38,070
+4,598% +$1.17M 0.02% 239
2020
Q1 		$21K Sell
828
-99,690
-99% -$2.99M ﹤0.01% 535
2019
Q4 		$3.05M Buy
100,518
+75,132
+296% +$2.17M 0.06% 170
2019
Q3 		$704K Buy
25,386
+4,110
+19% +$114K 0.01% 322
2019
Q2 		$579K Buy
+21,276
New +$568K 0.02% 361

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

SVB Wealth's VUG Position: Q2 2026 in Review

SVB Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 24% in Q2 2026, selling an estimated $254K and leaving 9,796 shares worth $844K. The position accounts for 0.05% of the portfolio, ranked #211.

SVB Wealth first reported a position in VUG in Q2 2019 and has held it in 27 quarters since. The position peaked at $9.18M in Q4 2023. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • SVB Wealth held 9,796 shares of Vanguard Morningstar Growth ETF worth $844K as of Q2 2026.
  • SVB Wealth sold 3,014 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $254K.
  • Vanguard Morningstar Growth ETF made up 0.05% of SVB Wealth's portfolio in Q2 2026, its #211 holding.
  • SVB Wealth first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 27 quarters since.
  • SVB Wealth's Vanguard Morningstar Growth ETF position peaked at $9.18M in Q4 2023.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.