TD Private Client Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

TD Private Client 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	$33.8M	Sell	392,904 -12,372	-3%	-$1.04M	0.62%	33
2026 Q1	$29.5M	Buy	405,276 +20,976	+5%	+$1.63M	0.61%	32
2025 Q4	$31.2M	Sell	384,300 -14,760	-4%	-$1.2M	0.67%	31
2025 Q3	$31.9M	Sell	399,060 -36,132	-8%	-$2.76M	0.72%	29
2025 Q2	$31.8M	Sell	435,192 -16,410	-4%	-$1.08M	0.78%	28
2025 Q1	$27.9M	Sell	451,602 -6,366	-1%	-$429K	0.77%	26
2024 Q4	$31.3M	Sell	457,968 -16,842	-4%	-$1.13M	0.88%	28
2024 Q3	$30.4M	Sell	474,810 -8,016	-2%	-$497K	0.87%	25
2024 Q2	$30.1M	Buy	482,826 +1,188	+0.2%	+$69.3K	0.95%	24
2024 Q1	$27.6M	Sell	481,638 -20,700	-4%	-$1.14M	0.91%	25
2023 Q4	$26M	Sell	502,338 -21,360	-4%	-$1.03M	0.94%	22
2023 Q3	$23.8M	Sell	523,698 -11,946	-2%	-$564K	1.03%	17
2023 Q2	$25.3M	Sell	535,644 -55,506	-9%	-$2.41M	1.09%	14
2023 Q1	$24.6M	Sell	591,150 -44,844	-7%	-$1.74M	1.1%	15
2022 Q4	$22.6M	Buy	635,994 +28,812	+5%	+$1.06M	1.07%	15
2022 Q3	$21.7M	Sell	607,182 -114,606	-16%	-$4.61M	1.11%	14
2022 Q2	$26.8M	Sell	721,788 -26,910	-4%	-$1.11M	1.31%	12
2022 Q1	$35.9M	Buy	748,698 +37,080	+5%	+$1.75M	1.53%	10
2021 Q4	$38.1M	Sell	711,618 -25,518	-3%	-$1.33M	1.58%	10
2021 Q3	$35.6M	Sell	737,136 -14,874	-2%	-$740K	1.52%	9
2021 Q2	$35.9M	Buy	752,010 +13,704	+2%	+$622K	1.53%	9
2021 Q1	$31.6M	Sell	738,306 -5,580	-0.8%	-$239K	1.48%	9
2020 Q4	$31.4M	Buy	743,886 +36,108	+5%	+$1.44M	1.59%	8
2020 Q3	$26.8M	Sell	707,778 -46,440	-6%	-$1.71M	1.5%	8
2020 Q2	$25.4M	Sell	754,218 -9,270	-1%	-$285K	1.48%	7
2020 Q1	$19.9M	Buy	763,488 +41,670	+6%	+$1.25M	1.43%	9
2019 Q4	$21.9M	Buy	+721,818	New	+$20.8M	1.31%	8

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

TD Private Client Wealth's VUG Position: Q2 2026 in Review

TD Private Client Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.1% in Q2 2026, selling an estimated $1.04M and leaving 392,904 shares worth $33.8M. The position accounts for 0.62% of the portfolio, ranked #33.

TD Private Client Wealth first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. The position peaked at $38.1M in Q4 2021. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

TD Private Client Wealth held 392,904 shares of Vanguard Morningstar Growth ETF worth $33.8M as of Q2 2026.
TD Private Client Wealth sold 12,372 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.04M.
Vanguard Morningstar Growth ETF made up 0.62% of TD Private Client Wealth's portfolio in Q2 2026, its #33 holding.
TD Private Client Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's Vanguard Morningstar Growth ETF position peaked at $38.1M in Q4 2021.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.