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Ted Buchan & Co’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ted Buchan & Co’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 		$7.76M Sell
90,120
-3,732
-4% -$314K 2.54% 13
2026
Q1 		$6.83M Sell
93,852
-41,112
-30% -$3.2M 2.48% 13
2025
Q4 		$11M Buy
134,964
+9,408
+7% +$764K 4.03% 7
2025
Q3 		$10M Sell
125,556
-17,106
-12% -$1.31M 3.93% 7
2025
Q2 		$10.4M Buy
142,662
+63,024
+79% +$4.15M 4.14% 6
2025
Q1 		$4.92M Buy
79,638
+4,728
+6% +$319K 2.33% 13
2024
Q4 		$5.12M Buy
74,910
+702
+0.9% +$47.2K 2.42% 14
2024
Q3 		$4.75M Buy
74,208
+31,632
+74% +$1.96M 2.25% 15
2024
Q2 		$2.65M Buy
42,576
+33,312
+360% +$1.94M 1.42% 21
2024
Q1 		$531K Buy
+9,264
New +$509K 0.33% 52

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

Ted Buchan & Co's VUG Position: Q2 2026 in Review

Ted Buchan & Co reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4% in Q2 2026, selling an estimated $314K and leaving 90,120 shares worth $7.76M. The position accounts for 2.54% of the portfolio, ranked #13.

Ted Buchan & Co first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. The position peaked at $11M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Ted Buchan & Co held 90,120 shares of Vanguard Morningstar Growth ETF worth $7.76M as of Q2 2026.
  • Ted Buchan & Co sold 3,732 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $314K.
  • Vanguard Morningstar Growth ETF made up 2.54% of Ted Buchan & Co's portfolio in Q2 2026, its #13 holding.
  • Ted Buchan & Co first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Ted Buchan & Co's Vanguard Morningstar Growth ETF position peaked at $11M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.