Twin City Private Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Twin City Private Wealth’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	$1.27M	Buy	14,736 +1,416	+11%	+$119K	0.89%	44
2026 Q1	$970K	Buy	13,320 +966	+8%	+$75.1K	0.74%	49
2025 Q4	$1M	Sell	12,354 -1,218	-9%	-$98.8K	0.76%	50
2025 Q3	$1.09M	Buy	13,572 +1,488	+12%	+$114K	0.85%	46
2025 Q2	$884K	Sell	12,084 -936	-7%	-$61.6K	0.72%	57
2025 Q1	$805K	Buy	13,020 +642	+5%	+$43.3K	0.71%	56
2024 Q4	$847K	Sell	12,378 -2,736	-18%	-$184K	0.75%	53
2024 Q3	$967K	Buy	15,114 +1,182	+8%	+$73.3K	0.84%	49
2024 Q2	$869K	Sell	13,932 -858	-6%	-$50K	0.82%	47
2024 Q1	$848K	Buy	+14,790	New	+$813K	0.84%	49

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 22.9% 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

Twin City Private Wealth's VUG Position: Q2 2026 in Review

Twin City Private Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q2 2026, buying an estimated $119K and bringing the position to 14,736 shares worth $1.27M. The position accounts for 0.89% of the portfolio, ranked #44.

Twin City Private Wealth first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Twin City Private Wealth held 14,736 shares of Vanguard Morningstar Growth ETF worth $1.27M as of Q2 2026.
Twin City Private Wealth bought 1,416 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $119K.
Vanguard Morningstar Growth ETF made up 0.89% of Twin City Private Wealth's portfolio in Q2 2026, its #44 holding.
Twin City Private Wealth first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.