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B&D White Capital Company’s Vanguard Morningstar Growth ETF VUG Stock Holding History

B&D White Capital Company’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 		$10.7M Buy
123,821
+73,169
+144% +$6.16M 1.06% 32
2026
Q1 		$3.69M Sell
50,652
-226,902
-82% -$17.7M 0.46% 36
2025
Q4 		$22.6M Sell
277,554
-47,136
-15% -$3.83M 2.61% 13
2025
Q3 		$26M Buy
324,690
+187,464
+137% +$14.3M 3.32% 9
2025
Q2 		$10M Sell
137,226
-359,460
-72% -$23.7M 1.53% 17
2025
Q1 		$30.7M Buy
496,686
+83,796
+20% +$5.65M 4.53% 5
2024
Q4 		$28.2M Buy
412,890
+113,040
+38% +$7.59M 4.76% 5
2024
Q3 		$19.2M Buy
299,850
+157,206
+110% +$9.74M 3.31% 6
2024
Q2 		$8.89M Sell
142,644
-366,264
-72% -$21.4M 1.86% 10
2024
Q1 		$29.2M Sell
508,908
-162,312
-24% -$8.93M 6.49% 6
2023
Q4 		$34.8M Buy
671,220
+1,722
+0.3% +$83.1K 10.81% 3
2023
Q3 		$30.4M Buy
669,498
+23,490
+4% +$1.11M 11.34% 3
2023
Q2 		$30.5M Buy
646,008
+64,302
+11% +$2.79M 10.52% 4
2023
Q1 		$24.2M Buy
+581,706
New +$22.6M 8.2% 3
2022
Q2 		– Sell
-5,784
Closed -$277K – 73
2022
Q1 		$277K Sell
5,784
-278,130
-98% -$13.2M 0.09% 54
2021
Q4 		$15.2M Buy
283,914
+20,130
+8% +$1.05M 4.99% 6
2021
Q3 		$12.8M Buy
263,784
+120,630
+84% +$6M 4.91% 6
2021
Q2 		$6.84M Buy
143,154
+130,350
+1,018% +$5.92M 3.04% 7
2021
Q1 		$539K Buy
12,804
+7,620
+147% +$326K 0.29% 35
2020
Q4 		$218K Buy
+5,184
New +$207K 0.12% 40

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 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

B&D White Capital Company's VUG Position: Q2 2026 in Review

B&D White Capital Company increased its Vanguard Morningstar Growth ETF (VUG) stake by 144% in Q2 2026, buying an estimated $6.16M and bringing the position to 123,821 shares worth $10.7M. The position accounts for 1.06% of the portfolio, ranked #32.

B&D White Capital Company first reported a position in VUG in Q4 2020 and has held it in 20 quarters since. The position peaked at $34.8M in Q4 2023. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • B&D White Capital Company held 123,821 shares of Vanguard Morningstar Growth ETF worth $10.7M as of Q2 2026.
  • B&D White Capital Company bought 73,169 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $6.16M.
  • Vanguard Morningstar Growth ETF made up 1.06% of B&D White Capital Company's portfolio in Q2 2026, its #32 holding.
  • B&D White Capital Company first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • B&D White Capital Company's Vanguard Morningstar Growth ETF position peaked at $34.8M in Q4 2023.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.