Triumph Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Triumph Capital 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	$104K	Hold	1,206	–	–	0.02%	479
2026 Q1	$87.8K	Hold	1,206	–	–	0.02%	487
2025 Q4	$98.1K	Buy	+1,206	New	+$97.9K	0.02%	439
2024 Q1	–	Sell	-9,546	Closed	-$495K	–	264
2023 Q4	$495K	Sell	9,546 -252	-3%	-$12.2K	0.21%	98
2023 Q3	$445K	Buy	9,798 +954	+11%	+$45.1K	0.2%	113
2023 Q2	$417K	Sell	8,844 -240	-3%	-$10.4K	0.19%	112
2023 Q1	$378K	Sell	9,084 -3,144	-26%	-$122K	0.19%	106
2022 Q4	$434K	Buy	12,228 +930	+8%	+$34.2K	0.23%	105
2022 Q3	$403K	Sell	11,298 -300	-3%	-$12.1K	0.22%	108
2022 Q2	$431K	Sell	11,598 -3,558	-23%	-$146K	0.23%	104
2022 Q1	$726K	Sell	15,156 -3,972	-21%	-$188K	0.31%	75
2021 Q4	$1.02M	Sell	19,128 -150	-0.8%	-$7.81K	0.44%	54
2021 Q3	$932K	Buy	19,278 +1,008	+6%	+$50.2K	0.44%	56
2021 Q2	$894K	Buy	+18,270	New	+$830K	0.52%	45

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

Triumph Capital Management's VUG Position: Q2 2026 in Review

Triumph Capital Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 1,206 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #479.

Triumph Capital Management first reported a position in VUG in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2021. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Triumph Capital Management held 1,206 shares of Vanguard Morningstar Growth ETF worth $104K as of Q2 2026.
Triumph Capital Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #479 holding.
Triumph Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 14 quarters since.
Triumph Capital Management's Vanguard Morningstar Growth ETF position peaked at $1.02M in Q4 2021.
2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.