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Winthrop Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Winthrop Advisory Group’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 		$11.4M Sell
132,088
-428
-0.3% -$36K 0.77% 25
2026
Q1 		$9.65M Buy
132,516
+28,542
+27% +$2.22M 0.79% 25
2025
Q4 		$8.45M Sell
103,974
-15,006
-13% -$1.22M 0.72% 24
2025
Q3 		$9.52M Buy
118,980
+2,136
+2% +$163K 0.83% 21
2025
Q2 		$8.55M Buy
116,844
+99,696
+581% +$6.56M 0.82% 21
2025
Q1 		$1.06M Buy
17,148
+48
+0.3% +$3.24K 0.13% 56
2024
Q4 		$1.17M Buy
17,100
+1,152
+7% +$77.4K 0.14% 54
2024
Q3 		$1.02M Buy
15,948
+864
+6% +$53.6K 0.13% 57
2024
Q2 		$940K Buy
15,084
+114
+0.8% +$6.65K 0.13% 56
2024
Q1 		$859K Buy
14,970
+1,104
+8% +$60.7K 0.12% 59
2023
Q4 		$718K Buy
13,866
+2,430
+21% +$117K 0.11% 64
2023
Q3 		$519K Sell
11,436
-1,710
-13% -$80.8K 0.09% 69
2023
Q2 		$620K Sell
13,146
-1,086
-8% -$47.1K 0.1% 66
2023
Q1 		$592K Buy
14,232
+2,328
+20% +$90.5K 0.1% 65
2022
Q4 		$423K Buy
11,904
+4,284
+56% +$158K 0.08% 78
2022
Q3 		$272K Buy
7,620
+1,854
+32% +$74.5K 0.06% 89
2022
Q2 		$214K Buy
5,766
+246
+4% +$10.1K 0.05% 110
2022
Q1 		$265K Buy
5,520
+1,434
+35% +$67.8K 0.06% 109
2021
Q4 		$218K Buy
+4,086
New +$213K 0.04% 130
2021
Q3 		– Sell
-4,344
Closed -$208K – 144
2021
Q2 		$208K Buy
+4,344
New +$197K 0.05% 128
2021
Q1 		– Sell
-5,202
Closed -$220K – 144
2020
Q4 		$220K Buy
+5,202
New +$208K 0.06% 119

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

Winthrop Advisory Group's VUG Position: Q2 2026 in Review

Winthrop Advisory Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.32% in Q2 2026, selling an estimated $36K and leaving 132,088 shares worth $11.4M. The position accounts for 0.77% of the portfolio, ranked #25.

Winthrop Advisory Group first reported a position in VUG in Q4 2020 and has held it in 21 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Winthrop Advisory Group held 132,088 shares of Vanguard Morningstar Growth ETF worth $11.4M as of Q2 2026.
  • Winthrop Advisory Group sold 428 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $36K.
  • Vanguard Morningstar Growth ETF made up 0.77% of Winthrop Advisory Group's portfolio in Q2 2026, its #25 holding.
  • Winthrop Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.