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Walsh & Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Walsh & Associates’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 		$324K Buy
3,763
+1,321
+54% +$111K 0.26% 41
2026
Q1 		$178K Hold
2,442
– – 0.18% 54
2025
Q4 		$199K Buy
+2,442
New +$198K 0.2% 51

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

Walsh & Associates's VUG Position: Q2 2026 in Review

Walsh & Associates increased its Vanguard Morningstar Growth ETF (VUG) stake by 54% in Q2 2026, buying an estimated $111K and bringing the position to 3,763 shares worth $324K. The position accounts for 0.26% of the portfolio, ranked #41.

Walsh & Associates first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Walsh & Associates held 3,763 shares of Vanguard Morningstar Growth ETF worth $324K as of Q2 2026.
  • Walsh & Associates bought 1,321 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $111K.
  • Vanguard Morningstar Growth ETF made up 0.26% of Walsh & Associates's portfolio in Q2 2026, its #41 holding.
  • Walsh & Associates first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.