Winthrop Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Winthrop Capital Management’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	$6.21M	Buy	85,296 +1,530	+2%	+$119K	1.59%	18
2025 Q4	$6.81M	Sell	83,766 -1,332	-2%	-$108K	1.59%	19
2025 Q3	$6.8M	Buy	85,098 +3,306	+4%	+$253K	1.65%	20
2025 Q2	$5.98M	Buy	81,792 +2,226	+3%	+$147K	1.51%	22
2025 Q1	$4.92M	Sell	79,566 -114	-0.1%	-$7.69K	1.35%	23
2024 Q4	$5.5M	Buy	+79,680	New	+$5.35M	1.46%	22
2024 Q2	–	Sell	-79,374	Closed	-$4.55M	–	176
2024 Q1	$4.55M	Sell	79,374 -750	-0.9%	-$41.2K	2.1%	17
2023 Q4	$4.15M	Buy	+80,124	New	+$3.87M	1.36%	23

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Winthrop Capital Management's VUG Position: Q1 2026 in Review

Winthrop Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.8% in Q1 2026, buying an estimated $119K and bringing the position to 85,296 shares worth $6.21M. The position accounts for 1.59% of the portfolio, ranked #18.

Winthrop Capital Management first reported a position in VUG in Q4 2023 and has held it in 8 quarters since. The position peaked at $6.81M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Winthrop Capital Management held 85,296 shares of Vanguard Morningstar Growth ETF worth $6.21M as of Q1 2026.
Winthrop Capital Management bought 1,530 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $119K.
Vanguard Morningstar Growth ETF made up 1.59% of Winthrop Capital Management's portfolio in Q1 2026, its #18 holding.
Winthrop Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 8 quarters since.
Winthrop Capital Management's Vanguard Morningstar Growth ETF position peaked at $6.81M in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.