VeraBank’s Vanguard Morningstar Growth ETF VUG Stock Holding History

VeraBank’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	$35.6M	Buy	413,193 +40,557	+11%	+$3.41M	5.89%	4
2026 Q1	$27.1M	Buy	372,636 +18,294	+5%	+$1.42M	4.97%	5
2025 Q4	$28.8M	Buy	354,342 +8,340	+2%	+$677K	5.24%	5
2025 Q3	$27.7M	Buy	346,002 +22,248	+7%	+$1.7M	5.17%	6
2025 Q2	$23.7M	Buy	323,754 +59,544	+23%	+$3.92M	4.75%	6
2025 Q1	$16.3M	Buy	264,210 +41,742	+19%	+$2.81M	4.56%	5
2024 Q4	$15.2M	Buy	222,468 +44,814	+25%	+$3.01M	4.29%	6
2024 Q3	$11.4M	Buy	177,654 +4,722	+3%	+$293K	3.33%	8
2024 Q2	$10.8M	Buy	172,932 +4,722	+3%	+$275K	3.35%	8
2024 Q1	$9.65M	Buy	168,210 +10,110	+6%	+$556K	3.01%	10
2023 Q4	$8.19M	Buy	158,100 +22,944	+17%	+$1.11M	2.76%	11
2023 Q3	$6.13M	Buy	135,156 +9,762	+8%	+$461K	2.36%	13
2023 Q2	$5.91M	Buy	125,394 +86,694	+224%	+$3.76M	2.28%	13
2023 Q1	$1.61M	Buy	38,700 +26,340	+213%	+$1.02M	0.75%	37
2022 Q4	$439K	Buy	+12,360	New	+$455K	0.22%	87

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

VeraBank's VUG Position: Q2 2026 in Review

VeraBank increased its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q2 2026, buying an estimated $3.41M and bringing the position to 413,193 shares worth $35.6M. The position accounts for 5.89% of the portfolio, ranked #4.

VeraBank first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

VeraBank held 413,193 shares of Vanguard Morningstar Growth ETF worth $35.6M as of Q2 2026.
VeraBank bought 40,557 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.41M.
Vanguard Morningstar Growth ETF made up 5.89% of VeraBank's portfolio in Q2 2026, its #4 holding.
VeraBank first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on VeraBank's 13F filing for Q2 2026, filed 6 Aug 2026.