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Wind River Trust Company’s Vanguard 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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wind River Trust Company's VUG Position: Q1 2026 in Review

Wind River Trust Company held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 114,420 shares worth $8.33M. The position accounts for 3.14% of the portfolio, ranked #7.

Wind River Trust Company first reported a position in VUG in Q1 2020 and has held it in 25 quarters since. The position peaked at $14.9M in Q4 2021. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Wind River Trust Company held 114,420 shares of Vanguard Growth ETF worth $8.33M as of Q1 2026.
  • Wind River Trust Company left its Vanguard Growth ETF share count unchanged in Q1 2026.
  • Vanguard Growth ETF made up 3.14% of Wind River Trust Company's portfolio in Q1 2026, its #7 holding.
  • Wind River Trust Company first reported a position in Vanguard Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Wind River Trust Company's Vanguard Growth ETF position peaked at $14.9M in Q4 2021.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Wind River Trust Company's 13F filing for Q1 2026, filed 14 May 2026.