Waters Parkerson & Co
VUG icon

Waters Parkerson & Co’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Waters Parkerson & Co’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
Q3 		$753K Buy
8,355
+6
+0.1% +$525 0.04% 119
2026
Q2 		$719K Sell
8,349
-243
-3% -$20.4K 0.04% 120
2026
Q1 		$626K Sell
8,592
-144
-2% -$11.2K 0.03% 120
2025
Q4 		$710K Buy
+8,736
New +$709K 0.03% 117

Other funds holding VUG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Waters Parkerson & Co's VUG Position: Q3 2026 in Review

Waters Parkerson & Co increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.07% in Q3 2026, buying an estimated $525 and bringing the position to 8,355 shares worth $753K. The position accounts for 0.04% of the portfolio, ranked #119.

Waters Parkerson & Co first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Waters Parkerson & Co held 8,355 shares of Vanguard Morningstar Growth ETF worth $753K as of Q3 2026.
  • Waters Parkerson & Co bought 6 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $525.
  • Vanguard Morningstar Growth ETF made up 0.04% of Waters Parkerson & Co's portfolio in Q3 2026, its #119 holding.
  • Waters Parkerson & Co first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Waters Parkerson & Co's 13F filing for Q3 2026, filed 4 Nov 2026.