WTA
VUG icon

Washington Trust Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Washington Trust Advisors’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 		$10.7M Buy
124,346
+104
+0.1% +$8.75K 0.8% 31
2026
Q1 		$9.04M Sell
124,242
-3,108
-2% -$242K 0.73% 37
2025
Q4 		$10.4M Sell
127,350
-138
-0.1% -$11.2K 0.79% 32
2025
Q3 		$10.2M Sell
127,488
-1,770
-1% -$135K 0.78% 34
2025
Q2 		$9.44M Sell
129,258
-282
-0.2% -$18.6K 0.77% 34
2025
Q1 		$8.01M Sell
129,540
-2,166
-2% -$146K 0.71% 39
2024
Q4 		$9.01M Sell
131,706
-1,242
-0.9% -$83.4K 0.75% 37
2024
Q3 		$8.51M Sell
132,948
-19,818
-13% -$1.23M 0.73% 38
2024
Q2 		$9.52M Buy
152,766
+48
+0% +$2.8K 0.88% 33
2024
Q1 		$8.76M Sell
152,718
-6,996
-4% -$385K 0.8% 39
2023
Q4 		$8.28M Sell
159,714
-20,568
-11% -$993K 0.79% 37
2023
Q3 		$8.18M Sell
180,282
-1,338
-0.7% -$63.2K 0.84% 35
2023
Q2 		$8.57M Sell
181,620
-10,062
-5% -$436K 0.83% 34
2023
Q1 		$7.97M Sell
191,682
-6,414
-3% -$249K 0.81% 34
2022
Q4 		$7.04M Sell
198,096
-212,982
-52% -$7.83M 0.77% 36
2022
Q3 		$14.7M Buy
411,078
+7,440
+2% +$299K 1.37% 26
2022
Q2 		$15M Buy
403,638
+100,722
+33% +$4.14M 1.32% 26
2022
Q1 		$14.5M Sell
302,916
-27,624
-8% -$1.31M 1.03% 34
2021
Q4 		$17.7M Buy
+330,540
New +$17.2M 1.2% 31

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

Washington Trust Advisors's VUG Position: Q2 2026 in Review

Washington Trust Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.08% in Q2 2026, buying an estimated $8.75K and bringing the position to 124,346 shares worth $10.7M. The position accounts for 0.8% of the portfolio, ranked #31.

Washington Trust Advisors first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.7M in Q4 2021. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Washington Trust Advisors held 124,346 shares of Vanguard Morningstar Growth ETF worth $10.7M as of Q2 2026.
  • Washington Trust Advisors bought 104 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $8.75K.
  • Vanguard Morningstar Growth ETF made up 0.8% of Washington Trust Advisors's portfolio in Q2 2026, its #31 holding.
  • Washington Trust Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's Vanguard Morningstar Growth ETF position peaked at $17.7M in Q4 2021.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.