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Wellington-Altus USA’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wellington-Altus USA’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 		$76.4K Sell
175
-6,845
-98% -$576K 0.05% 245
2026
Q1 		$101K Buy
7,020
+5,970
+569% +$464K 0.06% 247
2025
Q4 		$85.4K Buy
+1,050
New +$85.2K 0.06% 224

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

Wellington-Altus USA's VUG Position: Q2 2026 in Review

Wellington-Altus USA reduced its Vanguard Morningstar Growth ETF (VUG) stake by 98% in Q2 2026, selling an estimated $576K and leaving 175 shares worth $76.4K. The position accounts for 0.05% of the portfolio, ranked #245.

Wellington-Altus USA first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. The position peaked at $101K in Q1 2026. 2,900 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wellington-Altus USA held 175 shares of Vanguard Morningstar Growth ETF worth $76.4K as of Q2 2026.
  • Wellington-Altus USA sold 6,845 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $576K.
  • Vanguard Morningstar Growth ETF made up 0.05% of Wellington-Altus USA's portfolio in Q2 2026, its #245 holding.
  • Wellington-Altus USA first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Vanguard Morningstar Growth ETF position peaked at $101K in Q1 2026.
  • 2,900 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.