Westbourne Investments’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Westbourne Investments’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	$3.08M	Buy	35,807 +65	+0.2%	+$5.47K	1.26%	24
2026 Q1	$2.6M	Sell	35,742 -360	-1%	-$28K	1.24%	25
2025 Q4	$2.94M	Sell	36,102 -3,042	-8%	-$247K	1.37%	23
2025 Q3	$3.25M	Hold	39,144	–	–	1.56%	19
2025 Q2	$2.86M	Sell	39,144 -48	-0.1%	-$3.16K	1.53%	18
2025 Q1	$2.42M	Sell	39,192 -1,758	-4%	-$119K	1.46%	14
2024 Q4	$2.8M	Buy	+40,950	New	+$2.75M	1.65%	14

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

Westbourne Investments's VUG Position: Q2 2026 in Review

Westbourne Investments increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.18% in Q2 2026, buying an estimated $5.47K and bringing the position to 35,807 shares worth $3.08M. The position accounts for 1.26% of the portfolio, ranked #24.

Westbourne Investments first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.25M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Westbourne Investments held 35,807 shares of Vanguard Morningstar Growth ETF worth $3.08M as of Q2 2026.
Westbourne Investments bought 65 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.47K.
Vanguard Morningstar Growth ETF made up 1.26% of Westbourne Investments's portfolio in Q2 2026, its #24 holding.
Westbourne Investments first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Westbourne Investments's Vanguard Morningstar Growth ETF position peaked at $3.25M in Q3 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.