TCTC Holdings’s Vanguard Morningstar Growth ETF VUG Stock Holding History

TCTC Holdings’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 Q1	–	Sell	-252	Closed	-$20.7K	–	588
2025 Q4	$20.7K	Hold	252	–	–	﹤0.01%	440
2025 Q3	$20.3K	Hold	252	–	–	﹤0.01%	437
2025 Q2	$18.5K	Hold	252	–	–	﹤0.01%	472
2025 Q1	$15.7K	Hold	252	–	–	﹤0.01%	503
2024 Q4	$17.3K	Hold	252	–	–	﹤0.01%	446
2024 Q3	$16.2K	Hold	252	–	–	﹤0.01%	406
2024 Q2	$15.7K	Hold	252	–	–	﹤0.01%	417
2024 Q1	$14.5K	Buy	+252	New	+$13.9K	﹤0.01%	410
2022 Q4	–	Sell	-10,140	Closed	-$362K	–	453
2022 Q3	$362K	Hold	10,140	–	–	0.02%	146
2022 Q2	$377K	Hold	10,140	–	–	0.02%	143
2022 Q1	$486K	Hold	10,140	–	–	0.02%	141
2021 Q4	$542K	Buy	+10,140	New	+$528K	0.02%	137

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TCTC Holdings's VUG Position: Q1 2026 in Review

TCTC Holdings sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 252 shares — an estimated $20.7K sold.

TCTC Holdings first reported a position in VUG in Q4 2021 and held it in 12 quarters. The position peaked at $542K in Q4 2021. 2,733 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

TCTC Holdings reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
TCTC Holdings sold 252 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $20.7K.
TCTC Holdings first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and held it in 12 quarters.
TCTC Holdings's Vanguard Morningstar Growth ETF position peaked at $542K in Q4 2021.
2,733 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.