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

Wind River 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	$9.78M	Sell	113,562 -858	-0.7%	-$72.2K	3.3%	7
2026 Q1	$8.33M	Hold	114,420	–	–	3.14%	7
2025 Q4	$9.3M	Hold	114,420	–	–	3.47%	7
2025 Q3	$9.15M	Hold	114,420	–	–	3.38%	7
2025 Q2	$8.36M	Hold	114,420	–	–	3.35%	7
2025 Q1	$7.07M	Sell	114,420 -5,904	-5%	-$398K	3.03%	7
2024 Q4	$8.23M	Sell	120,324 -2,772	-2%	-$186K	3.24%	8
2024 Q3	$7.88M	Hold	123,096	–	–	3.03%	8
2024 Q2	$7.67M	Sell	123,096 -1,242	-1%	-$72.4K	3.11%	8
2024 Q1	$7.13M	Sell	124,338 -1,764	-1%	-$97K	2.6%	8
2023 Q4	$6.53M	Hold	126,102	–	–	2.57%	8
2023 Q3	$5.72M	Hold	126,102	–	–	2.47%	8
2023 Q2	$5.95M	Sell	126,102 -6,834	-5%	-$296K	2.57%	8
2023 Q1	$5.53M	Hold	132,936	–	–	2.49%	8
2022 Q4	$4.72M	Hold	132,936	–	–	2.26%	8
2022 Q3	$4.74M	Sell	132,936 -124,536	-48%	-$5.01M	2.54%	8
2022 Q2	$9.56M	Hold	257,472	–	–	4.65%	8
2022 Q1	$12.3M	Sell	257,472 -20,598	-7%	-$974K	4.94%	8
2021 Q4	$14.9M	Sell	278,070 -7,068	-2%	-$368K	5.4%	7
2021 Q3	$13.8M	Hold	285,138	–	–	5.13%	8
2021 Q2	$13.6M	Hold	285,138	–	–	4.96%	7
2021 Q1	$12.2M	Hold	285,138	–	–	4.39%	8
2020 Q4	$12M	Sell	285,138 -9,792	-3%	-$391K	4.34%	8
2020 Q3	$11.2M	Buy	294,930 +119,844	+68%	+$4.42M	4.37%	8
2020 Q2	$5.9M	Buy	175,086 +53,316	+44%	+$1.64M	2.5%	8
2020 Q1	$3.18M	Buy	+121,770	New	+$3.65M	1.59%	10

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

Wind River Trust Company's VUG Position: Q2 2026 in Review

Wind River Trust Company reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.75% in Q2 2026, selling an estimated $72.2K and leaving 113,562 shares worth $9.78M. The position accounts for 3.3% of the portfolio, ranked #7.

Wind River Trust Company first reported a position in VUG in Q1 2020 and has held it in 26 quarters since. The position peaked at $14.9M in Q4 2021. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Wind River Trust Company held 113,562 shares of Vanguard Morningstar Growth ETF worth $9.78M as of Q2 2026.
Wind River Trust Company sold 858 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $72.2K.
Vanguard Morningstar Growth ETF made up 3.3% of Wind River Trust Company's portfolio in Q2 2026, its #7 holding.
Wind River Trust Company first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 26 quarters since.
Wind River Trust Company's Vanguard Morningstar Growth ETF position peaked at $14.9M in Q4 2021.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wind River Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.