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

Blume 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 Q2	$2.5K	Buy	+29	New	+$2.44K	﹤0.01%	319
2025 Q2	–	Sell	-270	Closed	-$16.7K	–	551
2025 Q1	$16.7K	Hold	270	–	–	﹤0.01%	241
2024 Q4	$18.5K	Hold	270	–	–	﹤0.01%	233
2024 Q3	$17.3K	Hold	270	–	–	﹤0.01%	245
2024 Q2	$16.8K	Hold	270	–	–	﹤0.01%	229
2024 Q1	$15.5K	Hold	270	–	–	﹤0.01%	226
2023 Q4	$14K	Hold	270	–	–	﹤0.01%	232
2023 Q3	$12.3K	Hold	270	–	–	﹤0.01%	238
2023 Q2	$12.7K	Hold	270	–	–	﹤0.01%	234
2023 Q1	$11.2K	Hold	270	–	–	﹤0.01%	240
2022 Q4	$9.59K	Hold	270	–	–	﹤0.01%	249
2022 Q3	$10K	Hold	270	–	–	﹤0.01%	242
2022 Q2	$10K	Hold	270	–	–	﹤0.01%	248
2022 Q1	$13K	Hold	270	–	–	﹤0.01%	249
2021 Q4	$14K	Hold	270	–	–	﹤0.01%	236
2021 Q3	$13K	Hold	270	–	–	﹤0.01%	244
2021 Q2	$13K	Hold	270	–	–	﹤0.01%	229
2021 Q1	$12K	Hold	270	–	–	﹤0.01%	216
2020 Q4	$11K	Hold	270	–	–	﹤0.01%	185
2020 Q3	$10K	Hold	270	–	–	0.01%	177
2020 Q2	$9K	Hold	270	–	–	0.01%	172
2020 Q1	$7K	Sell	270 -180	-40%	-$5.39K	﹤0.01%	197
2019 Q4	$13K	Hold	450	–	–	0.01%	177
2019 Q3	$12K	Hold	450	–	–	0.01%	179
2019 Q2	$12K	Hold	450	–	–	0.01%	171
2019 Q1	$12K	Hold	450	–	–	0.01%	177
2018 Q4	$10K	Hold	450	–	–	0.01%	185
2018 Q3	$12K	Hold	450	–	–	0.01%	159
2018 Q2	$11K	Hold	450	–	–	0.01%	162
2018 Q1	$10K	Hold	450	–	–	0.01%	177
2017 Q4	$11K	Hold	450	–	–	0.01%	187
2017 Q3	$10K	Buy	+450	New	+$9.78K	0.01%	196
2017 Q2	–	Sell	-246	Closed	-$5K	–	216
2017 Q1	$5K	Buy	+246	New	+$4.85K	﹤0.01%	179
2016 Q3	–	Sell	-870	Closed	-$16K	–	218
2016 Q2	$16K	Hold	870	–	–	0.01%	152
2016 Q1	$15K	Hold	870	–	–	0.01%	158
2015 Q4	$15K	Sell	870 -450	-34%	-$8.06K	0.01%	164
2015 Q3	$22K	Hold	1,320	–	–	0.02%	142
2015 Q2	$24K	Hold	1,320	–	–	0.02%	148
2015 Q1	$23K	Hold	1,320	–	–	0.02%	176
2014 Q4	$23K	Buy	1,320 +870	+193%	+$14.8K	0.02%	193
2014 Q3	$7K	Hold	450	–	–	0.01%	166
2014 Q2	$7K	Hold	450	–	–	0.01%	181
2014 Q1	$7K	Hold	450	–	–	0.01%	202
2013 Q4	$7K	Buy	+450	New	+$6.65K	0.01%	224

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

Blume Capital Management's VUG Position: Q2 2026 in Review

Blume Capital Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 29 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: Blume Capital Management previously reported a position in VUG as recently as Q1 2025.

Blume Capital Management first reported a position in VUG in Q4 2013 and has held it in 44 quarters since. The position peaked at $24K in Q2 2015. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Blume Capital Management held 29 shares of Vanguard Morningstar Growth ETF worth $2.5K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Blume Capital Management position in Q2 2026.
Vanguard Morningstar Growth ETF made up ﹤0.01% of Blume Capital Management's portfolio in Q2 2026, its #319 holding.
Blume Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2013 and has held it in 44 quarters since.
Blume Capital Management's Vanguard Morningstar Growth ETF position peaked at $24K in Q2 2015.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.