Tradewinds LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Tradewinds LLC’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	$5M	Buy	+3,548	New	+$299K	1.13%	27
2026 Q1	–	Sell	-25,242	Closed	-$2.05M	–	221
2025 Q4	$2.05M	Buy	25,242 +906	+4%	+$73.5K	0.49%	43
2025 Q3	$1.95M	Buy	+24,336	New	+$1.86M	0.47%	46
2025 Q2	–	Sell	-27,828	Closed	-$1.72M	–	256
2025 Q1	$1.72M	Sell	27,828 -1,704	-6%	-$115K	0.49%	46
2024 Q4	$2.07M	Sell	29,532 -126	-0.4%	-$8.46K	0.58%	38
2024 Q3	$1.9M	Sell	29,658 -1,272	-4%	-$78.8K	0.58%	44
2024 Q2	$1.93M	Buy	+30,930	New	+$1.8M	0.59%	42

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

Tradewinds LLC's VUG Position: Q2 2026 in Review

Tradewinds LLC opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 3,548 shares worth $5M. The stake represents 1.13% of the portfolio and ranks #27 among its holdings. This is a return to the name: Tradewinds LLC previously reported a position in VUG as recently as Q4 2025.

Tradewinds LLC first reported a position in VUG in Q2 2024 and has held it in 7 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Tradewinds LLC held 3,548 shares of Vanguard Morningstar Growth ETF worth $5M as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Tradewinds LLC position in Q2 2026.
Vanguard Morningstar Growth ETF made up 1.13% of Tradewinds LLC's portfolio in Q2 2026, its #27 holding.
Tradewinds LLC first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 7 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.