TCV Trust & Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

TCV Trust & Wealth Management’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	$512K	Buy	5,940 +54	+0.9%	+$4.54K	0.04%	154
2026 Q1	$428K	Hold	5,886	–	–	0.04%	153
2025 Q4	$479K	Hold	5,886	–	–	0.04%	149
2025 Q3	$470K	Hold	5,886	–	–	0.04%	151
2025 Q2	$430K	Buy	5,886 +1,746	+42%	+$115K	0.04%	157
2025 Q1	$256K	Hold	4,140	–	–	0.02%	182
2024 Q4	$283K	Hold	4,140	–	–	0.03%	168
2024 Q3	$265K	Sell	4,140 -2,172	-34%	-$135K	0.02%	174
2024 Q2	$393K	Sell	6,312 -1,518	-19%	-$88.5K	0.04%	150
2024 Q1	$449K	Hold	7,830	–	–	0.04%	145
2023 Q4	$406K	Hold	7,830	–	–	0.04%	149
2023 Q3	$355K	Hold	7,830	–	–	0.04%	149
2023 Q2	$369K	Hold	7,830	–	–	0.04%	150
2023 Q1	$326K	Buy	+7,830	New	+$305K	0.04%	157
2022 Q3	–	Sell	-6,000	Closed	-$223K	–	199
2022 Q2	$223K	Buy	+6,000	New	+$246K	0.03%	186

Other funds holding VUG

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

DADC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TCV Trust & Wealth Management's VUG Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.92% in Q2 2026, buying an estimated $4.54K and bringing the position to 5,940 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #154.

TCV Trust & Wealth Management first reported a position in VUG in Q2 2022 and has held it in 15 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

TCV Trust & Wealth Management held 5,940 shares of Vanguard Morningstar Growth ETF worth $512K as of Q2 2026.
TCV Trust & Wealth Management bought 54 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.54K.
Vanguard Morningstar Growth ETF made up 0.04% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #154 holding.
TCV Trust & Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and has held it in 15 quarters since.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.