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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Twin City Private Wealth's VUG Position: Q1 2026 in Review

Twin City Private Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.8% in Q1 2026, buying an estimated $75.1K and bringing the position to 13,320 shares worth $970K. The position accounts for 0.74% of the portfolio, ranked #49.

Twin City Private Wealth first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.09M in Q3 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Twin City Private Wealth held 13,320 shares of Vanguard Morningstar Growth ETF worth $970K as of Q1 2026.
Twin City Private Wealth bought 966 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $75.1K.
Vanguard Morningstar Growth ETF made up 0.74% of Twin City Private Wealth's portfolio in Q1 2026, its #49 holding.
Twin City Private Wealth first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's Vanguard Morningstar Growth ETF position peaked at $1.09M in Q3 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.