UBS AM
VUG icon

UBS AM’s Vanguard Morningstar Growth ETF VUG Stock Holding History

UBS AM’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 		$2.63M Sell
30,557
-312,157
-91% -$26.3M ﹤0.01% 1932
2026
Q1 		$24.9M Buy
342,714
+281,442
+459% +$21.9M 0.01% 808
2025
Q4 		$4.98M Buy
+61,272
New +$4.97M ﹤0.01% 1466
2020
Q2 		– Sell
-28,476
Closed -$744K – 2530
2020
Q1 		$744K Buy
+28,476
New +$853K ﹤0.01% 1812
2019
Q4 		– Sell
-15,876
Closed -$440K – 2864
2019
Q3 		$440K Buy
15,876
+1,434
+10% +$39.8K ﹤0.01% 2344
2019
Q2 		$393K Buy
14,442
+66
+0.5% +$1.76K ﹤0.01% 2314
2019
Q1 		$375K Buy
14,376
+162
+1% +$4K ﹤0.01% 2220
2018
Q4 		$318K Buy
14,214
+1,602
+13% +$38.8K ﹤0.01% 2190
2018
Q3 		$339K Sell
12,612
-600
-5% -$15.7K ﹤0.01% 2239
2018
Q2 		$330K Buy
13,212
+936
+8% +$23K ﹤0.01% 2263
2018
Q1 		$290K Buy
12,276
+2,742
+29% +$66.8K ﹤0.01% 2227
2017
Q4 		$223K Hold
9,534
– – ﹤0.01% 2250
2017
Q3 		$211K Buy
9,534
+1,032
+12% +$22.4K ﹤0.01% 2235
2017
Q2 		$180K Buy
8,502
+5,472
+181% +$115K ﹤0.01% 2258
2017
Q1 		$61.4K Hold
3,030
– – ﹤0.01% 2334
2016
Q4 		$56K Buy
+3,030
New +$56K ﹤0.01% 2300

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

UBS AM's VUG Position: Q2 2026 in Review

UBS AM reduced its Vanguard Morningstar Growth ETF (VUG) stake by 91% in Q2 2026, selling an estimated $26.3M and leaving 30,557 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

UBS AM first reported a position in VUG in Q4 2016 and has held it in 16 quarters since. The position peaked at $24.9M in Q1 2026. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • UBS AM held 30,557 shares of Vanguard Morningstar Growth ETF worth $2.63M as of Q2 2026.
  • UBS AM sold 312,157 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $26.3M.
  • Vanguard Morningstar Growth ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1932 holding.
  • UBS AM first reported a position in Vanguard Morningstar Growth ETF in Q4 2016 and has held it in 16 quarters since.
  • UBS AM's Vanguard Morningstar Growth ETF position peaked at $24.9M in Q1 2026.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.