WoodTrust Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.62M | Sell |
53,570
-64
| -0.1% | -$5.38K | 0.55% | 40 |
|
|
2026
Q1 | $3.9M | Sell |
53,634
-7,662
| -13% | -$596K | 0.5% | 42 |
|
|
2025
Q4 | $4.98M | Buy |
61,296
+2,256
| +4% | +$183K | 0.58% | 41 |
|
|
2025
Q3 | $4.72M | Buy |
+59,040
| New | +$4.51M | 0.56% | 41 |
|
|
2025
Q2 | – | Sell |
-59,802
| Closed | -$3.7M | – | 168 |
|
|
2025
Q1 | $3.7M | Buy |
59,802
+3,516
| +6% | +$237K | 0.52% | 40 |
|
|
2024
Q4 | $3.85M | Buy |
56,286
+1,542
| +3% | +$104K | 0.54% | 40 |
|
|
2024
Q3 | $3.5M | Buy |
54,744
+1,536
| +3% | +$95.2K | 0.5% | 42 |
|
|
2024
Q2 | $3.32M | Buy |
+53,208
| New | +$3.1M | 0.52% | 42 |
|
|
2024
Q1 | – | Sell |
-50,202
| Closed | -$2.6M | – | 193 |
|
|
2023
Q4 | $2.6M | Buy |
50,202
+762
| +2% | +$36.8K | 0.44% | 41 |
|
|
2023
Q3 | $2.24M | Sell |
49,440
-972
| -2% | -$45.9K | 0.43% | 44 |
|
|
2023
Q2 | $2.38M | Buy |
50,412
+1,170
| +2% | +$50.7K | 0.44% | 43 |
|
|
2023
Q1 | $2.05M | Buy |
49,242
+2,544
| +5% | +$98.9K | 0.4% | 45 |
|
|
2022
Q4 | $1.66M | Buy |
46,698
+4,230
| +10% | +$156K | 0.34% | 49 |
|
|
2022
Q3 | $1.51M | Buy |
42,468
+660
| +2% | +$26.5K | 0.34% | 50 |
|
|
2022
Q2 | $1.55M | Buy |
41,808
+9,042
| +28% | +$371K | 0.35% | 50 |
|
|
2022
Q1 | $1.57M | Buy |
32,766
+1,800
| +6% | +$85.1K | 0.32% | 49 |
|
|
2021
Q4 | $1.66M | Buy |
30,966
+5,868
| +23% | +$306K | 0.34% | 46 |
|
|
2021
Q3 | $1.21M | Sell |
25,098
-8,352
| -25% | -$416K | 0.29% | 47 |
|
|
2021
Q2 | $1.6M | Buy |
33,450
+126
| +0.4% | +$5.72K | 0.42% | 43 |
|
|
2021
Q1 | $1.43M | Sell |
33,324
-18
| -0.1% | -$770 | 0.42% | 42 |
|
|
2020
Q4 | $1.41M | Buy |
33,342
+732
| +2% | +$29.2K | 0.44% | 41 |
|
|
2020
Q3 | $1.24M | Buy |
32,610
+144
| +0.4% | +$5.32K | 0.45% | 42 |
|
|
2020
Q2 | $1.09M | Buy |
32,466
+2,292
| +8% | +$70.5K | 0.44% | 42 |
|
|
2020
Q1 | $788K | Sell |
30,174
-6,984
| -19% | -$209K | 0.37% | 45 |
|
|
2019
Q4 | $1.13M | Buy |
37,158
+630
| +2% | +$18.2K | 0.44% | 43 |
|
|
2019
Q3 | $1.01M | Buy |
36,528
+4,872
| +15% | +$135K | 0.44% | 44 |
|
|
2019
Q2 | $862K | Buy |
31,656
+72
| +0.2% | +$1.92K | 0.39% | 44 |
|
|
2019
Q1 | $823K | Buy |
31,584
+3,000
| +10% | +$74K | 0.39% | 46 |
|
|
2018
Q4 | $640K | Buy |
28,584
+1,278
| +5% | +$31K | 0.36% | 48 |
|
|
2018
Q3 | $733K | Sell |
27,306
-180
| -0.7% | -$4.71K | 0.35% | 51 |
|
|
2018
Q2 | $686K | Sell |
27,486
-288
| -1% | -$7.06K | 0.36% | 51 |
|
|
2018
Q1 | $657K | Buy |
27,774
+8,274
| +42% | +$202K | 0.35% | 51 |
|
|
2017
Q4 | $457K | Buy |
+19,500
| New | +$448K | 0.24% | 56 |
|
Other funds holding VUG
EWA
WoodTrust Financial's VUG Position: Q2 2026 in Review
WoodTrust Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.12% in Q2 2026, selling an estimated $5.38K and leaving 53,570 shares worth $4.62M. The position accounts for 0.55% of the portfolio, ranked #40.
WoodTrust Financial first reported a position in VUG in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.98M in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- WoodTrust Financial held 53,570 shares of Vanguard Morningstar Growth ETF worth $4.62M as of Q2 2026.
- WoodTrust Financial sold 64 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.38K.
- Vanguard Morningstar Growth ETF made up 0.55% of WoodTrust Financial's portfolio in Q2 2026, its #40 holding.
- WoodTrust Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 33 quarters since.
- WoodTrust Financial's Vanguard Morningstar Growth ETF position peaked at $4.98M in Q4 2025.
- 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.