WSFS
VUG icon

Wilmington Savings Fund Society’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wilmington Savings Fund Society’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 		$6M Sell
69,661
-785
-1% -$66.1K 0.13% 124
2026
Q1 		$5.13M Sell
70,446
-2,916
-4% -$227K 0.12% 137
2025
Q4 		$5.97M Sell
73,362
-246
-0.3% -$20K 0.14% 120
2025
Q3 		$5.88M Sell
73,608
-95,130
-56% -$7.27M 0.14% 121
2025
Q2 		$12.3M Buy
168,738
+29,016
+21% +$1.91M 0.22% 86
2025
Q1 		$8.64M Sell
139,722
-21,222
-13% -$1.43M 0.16% 119
2024
Q4 		$11M Buy
160,944
+2,082
+1% +$140K 0.2% 95
2024
Q3 		$10.2M Buy
158,862
+147,306
+1,275% +$9.13M 0.18% 103
2024
Q2 		$720K Buy
11,556
+4,170
+56% +$243K 0.03% 230
2024
Q1 		$424K Buy
+7,386
New +$406K 0.02% 279
2022
Q3 		– Sell
-9,750
Closed -$362K – 361
2022
Q2 		$362K Buy
+9,750
New +$401K 0.02% 287
2020
Q1 		– Sell
-7,290
Closed -$222K – 376
2019
Q4 		$222K Buy
+7,290
New +$211K 0.01% 327
2019
Q2 		– Sell
-8,724
Closed -$227K – 352
2019
Q1 		$227K Buy
+8,724
New +$215K 0.01% 321
2018
Q1 		– Sell
-8,670
Closed -$203K – 352
2017
Q4 		$203K Buy
+8,670
New +$199K 0.01% 333

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

Wilmington Savings Fund Society's VUG Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.1% in Q2 2026, selling an estimated $66.1K and leaving 69,661 shares worth $6M. The position accounts for 0.13% of the portfolio, ranked #124.

Wilmington Savings Fund Society first reported a position in VUG in Q4 2017 and has held it in 14 quarters since. The position peaked at $12.3M in Q2 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wilmington Savings Fund Society held 69,661 shares of Vanguard Morningstar Growth ETF worth $6M as of Q2 2026.
  • Wilmington Savings Fund Society sold 785 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $66.1K.
  • Vanguard Morningstar Growth ETF made up 0.13% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #124 holding.
  • Wilmington Savings Fund Society first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 14 quarters since.
  • Wilmington Savings Fund Society's Vanguard Morningstar Growth ETF position peaked at $12.3M in Q2 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.