Acorn Creek Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Acorn Creek Capital’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	$28.1M	Sell	326,037 -8,793	-3%	-$740K	9.39%	6
2026 Q1	$24.4M	Buy	334,830 +7,416	+2%	+$577K	8.7%	6
2025 Q4	$26.6M	Buy	327,414 +3,246	+1%	+$263K	9.57%	6
2025 Q3	$25.9M	Buy	324,168 +6,774	+2%	+$518K	9.78%	5
2025 Q2	$23.2M	Sell	317,394 -86,574	-21%	-$5.7M	9.63%	6
2025 Q1	$25M	Sell	403,968 -6,930	-2%	-$467K	12.46%	2
2024 Q4	$28.1M	Buy	410,898 +7,662	+2%	+$515K	14.44%	1
2024 Q3	$25.8M	Buy	403,236 +8,748	+2%	+$542K	13.68%	1
2024 Q2	$24.6M	Buy	394,488 +7,746	+2%	+$452K	14.67%	1
2024 Q1	$22.2M	Buy	386,742 +5,700	+1%	+$313K	14%	1
2023 Q4	$19.7M	Buy	+381,042	New	+$18.4M	8.81%	2

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Acorn Creek Capital's VUG Position: Q2 2026 in Review

Acorn Creek Capital reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.6% in Q2 2026, selling an estimated $740K and leaving 326,037 shares worth $28.1M. The position accounts for 9.39% of the portfolio, ranked #6.

Acorn Creek Capital first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.1M in Q4 2024. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Acorn Creek Capital held 326,037 shares of Vanguard Morningstar Growth ETF worth $28.1M as of Q2 2026.
Acorn Creek Capital sold 8,793 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $740K.
Vanguard Morningstar Growth ETF made up 9.39% of Acorn Creek Capital's portfolio in Q2 2026, its #6 holding.
Acorn Creek Capital first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Acorn Creek Capital's Vanguard Morningstar Growth ETF position peaked at $28.1M in Q4 2024.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Acorn Creek Capital's 13F filing for Q2 2026, filed 6 Aug 2026.