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WhitTier Trust Company’s Vanguard Morningstar Growth ETF VUG Stock Holding History

WhitTier Trust Company’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 		$4.96M Sell
57,732
-930
-2% -$78.3K 0.09% 157
2026
Q1 		$4.34M Hold
58,662
– – 0.09% 167
2025
Q4 		$4.79M Buy
58,662
+9,720
+20% +$789K 0.1% 162
2025
Q3 		$3.93M Hold
48,942
– – 0.08% 173
2025
Q2 		$3.58M Sell
48,942
-216
-0.4% -$14.2K 0.08% 191
2025
Q1 		$3.04M Sell
49,158
-324
-0.7% -$21.8K 0.08% 200
2024
Q4 		$3.38M Buy
49,482
+420
+0.9% +$28.2K 0.08% 185
2024
Q3 		$3.14M Sell
49,062
-312
-0.6% -$19.3K 0.08% 191
2024
Q2 		$3.08M Sell
49,374
-10,038
-17% -$585K 0.09% 182
2024
Q1 		$3.41M Hold
59,412
– – 0.1% 175
2023
Q4 		$3.08M Buy
59,412
+12,006
+25% +$580K 0.1% 173
2023
Q3 		$2.15M Sell
47,406
-120
-0.3% -$5.67K 0.08% 199
2023
Q2 		$2.24M Buy
47,526
+35,640
+300% +$1.55M 0.08% 199
2023
Q1 		$494K Sell
11,886
-240
-2% -$9.33K 0.02% 337
2022
Q4 		$431K Hold
12,126
– – 0.02% 357
2022
Q3 		$432K Sell
12,126
-20,796
-63% -$836K 0.02% 355
2022
Q2 		$1.22M Buy
32,922
+20,736
+170% +$852K 0.05% 250
2022
Q1 		$584K Sell
12,186
-264
-2% -$12.5K 0.02% 334
2021
Q4 		$666K Buy
12,450
+54
+0.4% +$2.81K 0.02% 316
2021
Q3 		$599K Sell
12,396
-6
-0% -$299 0.02% 324
2021
Q2 		$593K Hold
12,402
– – 0.02% 319
2021
Q1 		$531K Hold
12,402
– – 0.02% 319
2020
Q4 		$524K Hold
12,402
– – 0.03% 308
2020
Q3 		$470K Sell
12,402
-930
-7% -$34.3K 0.03% 307
2020
Q2 		$449K Sell
13,332
-390
-3% -$12K 0.03% 302
2020
Q1 		$358K Sell
13,722
-270
-2% -$8.09K 0.03% 307
2019
Q4 		$425K Hold
13,992
– – 0.03% 319
2019
Q3 		$388K Hold
13,992
– – 0.03% 324
2019
Q2 		$381K Sell
13,992
-300
-2% -$8.01K 0.03% 320
2019
Q1 		$373K Hold
14,292
– – 0.03% 313
2018
Q4 		$320K Hold
14,292
– – 0.03% 319
2018
Q3 		$384K Sell
14,292
-1,920
-12% -$50.2K 0.03% 300
2018
Q2 		$405K Hold
16,212
– – 0.03% 289
2018
Q1 		$383K Hold
16,212
– – 0.03% 286
2017
Q4 		$380K Sell
16,212
-1,230
-7% -$28.2K 0.03% 278
2017
Q3 		$386K Sell
17,442
-1,290
-7% -$28K 0.04% 281
2017
Q2 		$397K Buy
18,732
+570
+3% +$11.9K 0.04% 275
2017
Q1 		$368K Hold
18,162
– – 0.04% 281
2016
Q4 		$337K Sell
18,162
-1,440
-7% -$26.6K 0.04% 280
2016
Q3 		$367K Sell
19,602
-8,628
-31% -$161K 0.04% 266
2016
Q2 		$504K Hold
28,230
– – 0.06% 237
2016
Q1 		$501K Hold
28,230
– – 0.06% 238
2015
Q4 		$501K Buy
28,230
+10,800
+62% +$193K 0.06% 236
2015
Q3 		$291K Buy
17,430
+1,770
+11% +$31.4K 0.04% 301
2015
Q2 		$279K Buy
15,660
+12,822
+452% +$233K 0.03% 319
2015
Q1 		$49K Buy
2,838
+1,122
+65% +$19.9K 0.01% 535
2014
Q4 		$30K Buy
+1,716
New +$29.2K ﹤0.01% 628

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

WhitTier Trust Company's VUG Position: Q2 2026 in Review

WhitTier Trust Company reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.6% in Q2 2026, selling an estimated $78.3K and leaving 57,732 shares worth $4.96M. The position accounts for 0.09% of the portfolio, ranked #157.

WhitTier Trust Company first reported a position in VUG in Q4 2014 and has held it in 47 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • WhitTier Trust Company held 57,732 shares of Vanguard Morningstar Growth ETF worth $4.96M as of Q2 2026.
  • WhitTier Trust Company sold 930 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $78.3K.
  • Vanguard Morningstar Growth ETF made up 0.09% of WhitTier Trust Company's portfolio in Q2 2026, its #157 holding.
  • WhitTier Trust Company first reported a position in Vanguard Morningstar Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.