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

Anfield 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	$9.17K	Hold	126	–	–	﹤0.01%	444
2025 Q4	$10.2K	Hold	126	–	–	﹤0.01%	338
2025 Q3	$10.1K	Sell	126 -336	-73%	-$25.7K	﹤0.01%	330
2025 Q2	$33.8K	Buy	462 +336	+267%	+$22.1K	0.01%	198
2025 Q1	$7.79K	Hold	126	–	–	﹤0.01%	272
2024 Q4	$8.62K	Hold	126	–	–	﹤0.01%	255
2024 Q3	$8.06K	Hold	126	–	–	﹤0.01%	260
2024 Q2	$7.85K	Sell	126 -42	-25%	-$2.45K	﹤0.01%	209
2024 Q1	$9.64K	Buy	+168	New	+$9.24K	﹤0.01%	158
2020 Q1	–	Sell	-9,768	Closed	-$312K	–	389
2019 Q4	$312K	Buy	+9,768	New	+$282K	0.13%	101

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Anfield Capital Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q1 2026 at 126 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Anfield Capital Management first reported a position in VUG in Q4 2019 and has held it in 10 quarters since. The position peaked at $312K in Q4 2019. 2,733 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Anfield Capital Management held 126 shares of Vanguard Morningstar Growth ETF worth $9.17K as of Q1 2026.
Anfield Capital Management left its Vanguard Morningstar Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Growth ETF made up ﹤0.01% of Anfield Capital Management's portfolio in Q1 2026, its #444 holding.
Anfield Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 10 quarters since.
Anfield Capital Management's Vanguard Morningstar Growth ETF position peaked at $312K in Q4 2019.
2,733 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.