Truist Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Truist Financial’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	$545M	Buy	6,330,358 +107,062	+2%	+$9.01M	0.65%	29
2026 Q1	$453M	Sell	6,223,296 -244,704	-4%	-$19M	0.61%	35
2025 Q4	$526M	Buy	6,468,000 +136,368	+2%	+$11.1M	0.7%	26
2025 Q3	$506M	Buy	6,331,632 +147,708	+2%	+$11.3M	0.68%	25
2025 Q2	$452M	Buy	6,183,924 +233,418	+4%	+$15.4M	0.66%	24
2025 Q1	$368M	Buy	5,950,506 +45,888	+0.8%	+$3.09M	0.59%	33
2024 Q4	$404M	Sell	5,904,618 -194,064	-3%	-$13M	0.63%	29
2024 Q3	$390M	Buy	6,098,682 +146,670	+2%	+$9.09M	0.61%	32
2024 Q2	$371M	Buy	5,952,012 +113,202	+2%	+$6.6M	0.56%	34
2024 Q1	$335M	Sell	5,838,810 -960,228	-14%	-$52.8M	0.51%	36
2023 Q4	$352M	Buy	6,799,038 +343,662	+5%	+$16.6M	0.56%	35
2023 Q3	$293M	Buy	6,455,376 +763,854	+13%	+$36.1M	0.49%	41
2023 Q2	$268M	Sell	5,691,522 -175,638	-3%	-$7.62M	0.45%	46
2023 Q1	$244M	Sell	5,867,160 -73,812	-1%	-$2.87M	0.42%	53
2022 Q4	$211M	Buy	5,940,972 +477,576	+9%	+$17.6M	0.37%	63
2022 Q3	$195M	Buy	5,463,396 +176,718	+3%	+$7.1M	0.37%	67
2022 Q2	$196M	Sell	5,286,678 -171,576	-3%	-$7.05M	0.36%	70
2022 Q1	$262M	Buy	5,458,254 +45,066	+0.8%	+$2.13M	0.41%	54
2021 Q4	$290M	Buy	5,413,188 +71,328	+1%	+$3.72M	0.44%	56
2021 Q3	$258M	Sell	5,341,860 -1,110	-0%	-$55.2K	0.42%	56
2021 Q2	$255M	Sell	5,342,970 -151,848	-3%	-$6.9M	0.42%	56
2021 Q1	$235M	Sell	5,494,818 -15,720	-0.3%	-$673K	0.41%	60
2020 Q4	$233M	Sell	5,510,538 -114,792	-2%	-$4.58M	0.45%	50
2020 Q3	$213M	Buy	5,625,330 +276,558	+5%	+$10.2M	0.47%	46
2020 Q2	$180M	Buy	5,348,772 +663,318	+14%	+$20.4M	0.41%	57
2020 Q1	$122M	Buy	4,685,454 +486,900	+12%	+$14.6M	0.32%	74
2019 Q4	$127M	Buy	4,198,554 +3,335,982	+387%	+$96.3M	0.26%	92
2019 Q3	$23.9M	Sell	862,572 -960	-0.1%	-$26.6K	0.41%	59
2019 Q2	$23.5M	Buy	863,532 +690	+0.1%	+$18.4K	0.41%	60
2019 Q1	$22.5M	Sell	862,842 -1,752	-0.2%	-$43.2K	0.4%	59
2018 Q4	$19.4M	Sell	864,594 -58,662	-6%	-$1.42M	0.4%	61
2018 Q3	$24.8M	Sell	923,256 -3,990	-0.4%	-$104K	0.45%	55
2018 Q2	$23.2M	Sell	927,246 -6,228	-0.7%	-$153K	0.44%	56
2018 Q1	$22.1M	Sell	933,474 -486	-0.1%	-$11.8K	0.42%	61
2017 Q4	$21.9M	Sell	933,960 -26,682	-3%	-$612K	0.41%	60
2017 Q3	$21.3M	Buy	960,642 +2,250	+0.2%	+$48.9K	0.41%	61
2017 Q2	$20.3M	Sell	958,392 -3,012	-0.3%	-$63.1K	0.4%	64
2017 Q1	$19.5M	Sell	961,404 -12,528	-1%	-$247K	0.39%	68
2016 Q4	$18.1M	Sell	973,932 -2,988	-0.3%	-$55.3K	0.37%	70
2016 Q3	$18.3M	Buy	976,920 +21,912	+2%	+$408K	0.38%	72
2016 Q2	$17.1M	Buy	955,008 +30,540	+3%	+$544K	0.36%	77
2016 Q1	$16.4M	Buy	924,468 +6,786	+0.7%	+$114K	0.42%	58
2015 Q4	$16.3M	Buy	917,682 +38,520	+4%	+$690K	0.42%	61
2015 Q3	$14.7M	Sell	879,162 -1,530	-0.2%	-$27.1K	0.38%	69
2015 Q2	$15.7M	Sell	880,692 -49,374	-5%	-$897K	0.42%	64
2015 Q1	$16.2M	Buy	930,066 +58,668	+7%	+$1.04M	0.47%	60
2014 Q4	$15.2M	Buy	871,398 +45,366	+5%	+$771K	0.45%	62
2014 Q3	$13.7M	Sell	826,032 -1,506	-0.2%	-$25.1K	0.41%	66
2014 Q2	$13.6M	Buy	827,538 +74,034	+10%	+$1.17M	0.41%	66
2014 Q1	$11.7M	Buy	753,504 +62,034	+9%	+$963K	0.37%	78
2013 Q4	$10.7M	Buy	691,470 +47,460	+7%	+$701K	0.35%	82
2013 Q3	$9.08M	Buy	644,010 +71,460	+12%	+$985K	0.32%	86
2013 Q2	$7.46M	Buy	+572,550	New	+$7.55M	0.28%	97

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

Truist Financial's VUG Position: Q2 2026 in Review

Truist Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.7% in Q2 2026, buying an estimated $9.01M and bringing the position to 6,330,358 shares worth $545M. The position accounts for 0.65% of the portfolio, ranked #29.

Truist Financial first reported a position in VUG in Q2 2013 and has held it in 53 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Truist Financial held 6,330,358 shares of Vanguard Morningstar Growth ETF worth $545M as of Q2 2026.
Truist Financial bought 107,062 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $9.01M.
Vanguard Morningstar Growth ETF made up 0.65% of Truist Financial's portfolio in Q2 2026, its #29 holding.
Truist Financial first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 53 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.