WPC
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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Waters Parkerson & Co's VUG Position: Q2 2026 in Review

Waters Parkerson & Co reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.8% in Q2 2026, selling an estimated $20.4K and leaving 8,349 shares worth $719K. The position accounts for 0.04% of the portfolio, ranked #120.

Waters Parkerson & Co first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 2,042 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Waters Parkerson & Co held 8,349 shares of Vanguard Morningstar Growth ETF worth $719K as of Q2 2026.
  • Waters Parkerson & Co sold 243 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $20.4K.
  • Vanguard Morningstar Growth ETF made up 0.04% of Waters Parkerson & Co's portfolio in Q2 2026, its #120 holding.
  • Waters Parkerson & Co first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,042 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.