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

UBS Group’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	–	Sell	-3,000	Closed	-$218K	–	11093
2026 Q1	$218K	Buy	+3,000	New	+$233K	﹤0.01%	6589
2025 Q2	–	Sell	-600	Closed	-$37.1K	–	10879
2025 Q1	$37.1K	Buy	+600	New	+$40.5K	﹤0.01%	7803
2021 Q4	–	Sell	-1,200	Closed	-$58K	–	10754
2021 Q3	$58K	Buy	+1,200	New	+$59.7K	﹤0.01%	6218
2020 Q4	–	Sell	-6,000	Closed	-$228K	–	8797
2020 Q3	$228K	Buy	+6,000	New	+$222K	﹤0.01%	4719
2018 Q1	–	Sell	-6,000	Closed	-$141K	–	8198
2017 Q4	$141K	Buy	6,000 +5,400	+900%	+$124K	﹤0.01%	5156
2017 Q3	$13K	Buy	+600	New	+$13K	﹤0.01%	6741

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's VUG Position: Q2 2026 in Review

UBS Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.96% in Q2 2026, selling an estimated $29.5M and leaving 36,061,562 shares worth $3.11B. The position accounts for 0.4% of the portfolio, ranked #33.

UBS Group first reported a position in VUG in Q4 2014 and has held it in 47 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

UBS Group held 36,061,562 shares of Vanguard Morningstar Growth ETF worth $3.11B as of Q2 2026.
UBS Group sold 351,154 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $29.5M.
Vanguard Morningstar Growth ETF made up 0.4% of UBS Group's portfolio in Q2 2026, its #33 holding.
UBS Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2014 and has held it in 47 quarters since.
2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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