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BOLTON SECURITIES CORPORATION’s Vanguard Morningstar Growth ETF VUG Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$701K Buy
+9,624
New +$749K 0.03% 444
2025
Q3 		$1M Buy
+12,534
New +$958K 0.05% 367
2025
Q1 		$367K Buy
+5,940
New +$401K 0.02% 555

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 22.9% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM

BOLTON SECURITIES CORPORATION's VUG Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q1 2026: 9,624 shares worth $701K. The stake represents 0.03% of the portfolio and ranks #444 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in VUG as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in VUG in Q1 2025 and has held it in 3 quarters since. The position peaked at $1M in Q3 2025. 2,752 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 9,624 shares of Vanguard Morningstar Growth ETF worth $701K as of Q1 2026.
  • Vanguard Morningstar Growth ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Vanguard Morningstar Growth ETF made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #444 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Vanguard Morningstar Growth ETF position peaked at $1M in Q3 2025.
  • 2,752 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.