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

Whitney & 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 		$222K Buy
+2,579
New +$217K 0.02% 170

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Whitney & Co's VUG Position: Q2 2026 in Review

Whitney & Co opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,579 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #170 among its holdings.

1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Whitney & Co held 2,579 shares of Vanguard Morningstar Growth ETF worth $222K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Whitney & Co position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.02% of Whitney & Co's portfolio in Q2 2026, its #170 holding.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.