Tradition Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Tradition 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	$4.65M	Sell	53,950 -3,938	-7%	-$331K	0.28%	80
2026 Q1	$4.21M	Sell	57,888 -1,482	-2%	-$115K	0.3%	75
2025 Q4	$4.83M	Sell	59,370 -1,674	-3%	-$136K	0.35%	71
2025 Q3	$4.88M	Buy	61,044 +3,588	+6%	+$274K	0.36%	71
2025 Q2	$4.2M	Sell	57,456 -9,354	-14%	-$616K	0.34%	74
2025 Q1	$4.13M	Sell	66,810 -486	-0.7%	-$32.8K	0.36%	70
2024 Q4	$4.6M	Sell	67,296 -60	-0.1%	-$4.03K	0.41%	63
2024 Q3	$4.31M	Buy	67,356 +1,062	+2%	+$65.8K	0.38%	64
2024 Q2	$4.13M	Sell	66,294 -720	-1%	-$42K	0.4%	62
2024 Q1	$3.84M	Buy	67,014 +918	+1%	+$50.5K	0.39%	63
2023 Q4	$3.42M	Sell	66,096 -894	-1%	-$43.2K	0.36%	59
2023 Q3	$3.04M	Buy	66,990 +534	+0.8%	+$25.2K	0.36%	62
2023 Q2	$3.13M	Sell	66,456 -2,664	-4%	-$116K	0.37%	63
2023 Q1	$2.87M	Buy	69,120 +108	+0.2%	+$4.2K	0.36%	62
2022 Q4	$2.45M	Buy	69,012 +6,498	+10%	+$239K	0.35%	63
2022 Q3	$2.23M	Sell	62,514 -3,798	-6%	-$153K	0.33%	67
2022 Q2	$2.46M	Sell	66,312 -48	-0.1%	-$1.97K	0.36%	68
2022 Q1	$3.18M	Buy	66,360 +732	+1%	+$34.6K	0.41%	64
2021 Q4	$3.51M	Buy	65,628 +60	+0.1%	+$3.13K	0.44%	61
2021 Q3	$3.17M	Sell	65,568 -54	-0.1%	-$2.69K	0.45%	60
2021 Q2	$3.14M	Buy	65,622 +36	+0.1%	+$1.64K	0.47%	60
2021 Q1	$2.81M	Buy	65,586 +1,236	+2%	+$52.9K	0.49%	65
2020 Q4	$2.72M	Buy	+64,350	New	+$2.57M	0.53%	54

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

Tradition Wealth Management's VUG Position: Q2 2026 in Review

Tradition Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6.8% in Q2 2026, selling an estimated $331K and leaving 53,950 shares worth $4.65M. The position accounts for 0.28% of the portfolio, ranked #80.

Tradition Wealth Management first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.88M in Q3 2025. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Tradition Wealth Management held 53,950 shares of Vanguard Morningstar Growth ETF worth $4.65M as of Q2 2026.
Tradition Wealth Management sold 3,938 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $331K.
Vanguard Morningstar Growth ETF made up 0.28% of Tradition Wealth Management's portfolio in Q2 2026, its #80 holding.
Tradition Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's Vanguard Morningstar Growth ETF position peaked at $4.88M in Q3 2025.
2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.