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

Washington Trust Bank’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	$203K	Buy	+2,352	New	+$198K	0.01%	205
2025 Q4	–	Sell	-2,808	Closed	-$224K	–	206
2025 Q3	$224K	Sell	2,808 -648	-19%	-$49.5K	0.02%	193
2025 Q2	$253K	Hold	3,456	–	–	0.02%	185
2025 Q1	$214K	Hold	3,456	–	–	0.02%	194
2024 Q4	$236K	Sell	3,456 -1,854	-35%	-$125K	0.02%	197
2024 Q3	$340K	Sell	5,310 -1,716	-24%	-$106K	0.03%	162
2024 Q2	$438K	Sell	7,026 -2,586	-27%	-$151K	0.04%	132
2024 Q1	$551K	Sell	9,612 -498	-5%	-$27.4K	0.05%	129
2023 Q4	$524K	Buy	10,110 +498	+5%	+$24K	0.05%	134
2023 Q3	$436K	Sell	9,612 -6,360	-40%	-$300K	0.05%	135
2023 Q2	$753K	Hold	15,972	–	–	0.08%	101
2023 Q1	$664K	Sell	15,972 -2,904	-15%	-$113K	0.07%	109
2022 Q4	$670K	Sell	18,876 -978	-5%	-$36K	0.08%	117
2022 Q3	$708K	Buy	19,854 +978	+5%	+$39.3K	0.09%	112
2022 Q2	$701K	Sell	18,876 -9,126	-33%	-$375K	0.09%	117
2022 Q1	$1.34M	Hold	28,002	–	–	0.16%	88
2021 Q4	$1.5M	Buy	28,002 +1,446	+5%	+$75.3K	0.14%	83
2021 Q3	$1.28M	Sell	26,556 -1,596	-6%	-$79.4K	0.15%	81
2021 Q2	$1.35M	Buy	28,152 +3,930	+16%	+$178K	0.16%	79
2021 Q1	$1.04M	Buy	24,222 +984	+4%	+$42.1K	0.13%	86
2020 Q4	$982K	Hold	23,238	–	–	0.13%	94
2020 Q3	$882K	Sell	23,238 -7,824	-25%	-$289K	0.13%	87
2020 Q2	$1.05M	Buy	31,062 +132	+0.4%	+$4.06K	0.17%	80
2020 Q1	$808K	Hold	30,930	–	–	0.16%	87
2019 Q4	$939K	Sell	30,930 -606	-2%	-$17.5K	0.13%	102
2019 Q3	$874K	Buy	31,536 +606	+2%	+$16.8K	0.14%	90
2019 Q2	$842K	Sell	30,930 -2,436	-7%	-$65.1K	0.14%	94
2019 Q1	$870K	Buy	33,366 +2,394	+8%	+$59.1K	0.14%	95
2018 Q4	$693K	Hold	30,972	–	–	0.09%	119
2018 Q3	$831K	Sell	30,972 -9,396	-23%	-$246K	0.12%	98
2018 Q2	$1.01M	Hold	40,368	–	–	0.14%	95
2018 Q1	$955K	Buy	40,368 +1,512	+4%	+$36.9K	0.14%	93
2017 Q4	$911K	Buy	38,856 +1,740	+5%	+$39.9K	0.13%	102
2017 Q3	$821K	Sell	37,116 -2,268	-6%	-$49.3K	0.13%	98
2017 Q2	$834K	Sell	39,384 -900	-2%	-$18.9K	0.18%	86
2017 Q1	$817K	Buy	40,284 +546	+1%	+$10.8K	0.18%	86
2016 Q4	$738K	Sell	39,738 -2,796	-7%	-$51.7K	0.17%	93
2016 Q3	$796K	Sell	42,534 -168	-0.4%	-$3.13K	0.19%	86
2016 Q2	$763K	Buy	42,702 +1,314	+3%	+$23.4K	0.2%	83
2016 Q1	$734K	Hold	41,388	–	–	0.19%	89
2015 Q4	$734K	Hold	41,388	–	–	0.16%	104
2015 Q3	$692K	Sell	41,388 -150	-0.4%	-$2.66K	0.18%	105
2015 Q2	$741K	Buy	41,538 +420	+1%	+$7.63K	0.18%	93
2015 Q1	$717K	Hold	41,118	–	–	0.17%	98
2014 Q4	$715K	Buy	41,118 +1,596	+4%	+$27.1K	0.19%	113
2014 Q3	$657K	Sell	39,522 -186	-0.5%	-$3.1K	0.21%	104
2014 Q2	$655K	Buy	39,708 +114	+0.3%	+$1.81K	0.13%	115
2014 Q1	$617K	Buy	+39,594	New	+$614K	0.13%	115
2013 Q4	–	Sell	-22,722	Closed	-$336K	–	64
2013 Q3	$320K	Buy	+22,722	New	+$313K	0.08%	129

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

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

Washington Trust Bank opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,352 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #205 among its holdings. This is a return to the name: Washington Trust Bank previously reported a position in VUG as recently as Q3 2025.

Washington Trust Bank first reported a position in VUG in Q3 2013 and has held it in 49 quarters since. The position peaked at $1.5M in Q4 2021. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Washington Trust Bank held 2,352 shares of Vanguard Morningstar Growth ETF worth $203K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Washington Trust Bank position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.01% of Washington Trust Bank's portfolio in Q2 2026, its #205 holding.
Washington Trust Bank first reported a position in Vanguard Morningstar Growth ETF in Q3 2013 and has held it in 49 quarters since.
Washington Trust Bank's Vanguard Morningstar Growth ETF position peaked at $1.5M in Q4 2021.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Washington Trust Bank's 13F filing for Q2 2026, filed 5 Aug 2026.