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Welch & Forbes’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Welch & Forbes’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 		$566K Buy
6,576
+168
+3% +$14.1K 0.01% 277
2026
Q1 		$466K Buy
6,408
+90
+1% +$7K 0.01% 279
2025
Q4 		$514K Buy
6,318
+1,290
+26% +$105K 0.01% 276
2025
Q3 		$402K Buy
5,028
+162
+3% +$12.4K ﹤0.01% 302
2025
Q2 		$356K Sell
4,866
-2,232
-31% -$147K ﹤0.01% 305
2025
Q1 		$439K Sell
7,098
-582
-8% -$39.2K 0.01% 280
2024
Q4 		$525K Sell
7,680
-204
-3% -$13.7K 0.01% 274
2024
Q3 		$504K Buy
7,884
+1,434
+22% +$88.9K 0.01% 287
2024
Q2 		$409K Hold
6,450
– – 0.01% 304
2024
Q1 		$370K Buy
6,450
+1,626
+34% +$89.4K 0.01% 316
2023
Q4 		$250K Buy
+4,824
New +$233K ﹤0.01% 343
2023
Q3 		– Sell
-4,392
Closed -$207K – 380
2023
Q2 		$207K Buy
+4,392
New +$190K ﹤0.01% 365

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

Welch & Forbes's VUG Position: Q2 2026 in Review

Welch & Forbes increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.6% in Q2 2026, buying an estimated $14.1K and bringing the position to 6,576 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #277.

Welch & Forbes first reported a position in VUG in Q2 2023 and has held it in 12 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Welch & Forbes held 6,576 shares of Vanguard Morningstar Growth ETF worth $566K as of Q2 2026.
  • Welch & Forbes bought 168 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $14.1K.
  • Vanguard Morningstar Growth ETF made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #277 holding.
  • Welch & Forbes first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.