CJ
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Caitlin John’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Caitlin John’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 		$404K Buy
4,689
+2,853
+155% +$240K 0.22% 121
2026
Q1 		$134K Sell
1,836
-138
-7% -$10.7K 0.08% 207
2025
Q4 		$161K Sell
1,974
-102
-5% -$8.28K 0.11% 201
2025
Q3 		$166K Buy
+2,076
New +$159K 0.12% 145
2025
Q1 		– Sell
-1,962
Closed -$134K – 795
2024
Q4 		$134K Buy
1,962
+156
+9% +$10.5K 0.09% 157
2024
Q3 		$123K Buy
1,806
+168
+10% +$10.4K 0.08% 164
2024
Q2 		$102K Hold
1,638
– – 0.07% 167
2024
Q1 		$94K Sell
1,638
-108
-6% -$5.94K 0.07% 169
2023
Q4 		$90.5K Buy
+1,746
New +$84.3K 0.07% 148

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

Caitlin John's VUG Position: Q2 2026 in Review

Caitlin John increased its Vanguard Morningstar Growth ETF (VUG) stake by 155% in Q2 2026, buying an estimated $240K and bringing the position to 4,689 shares worth $404K. The position accounts for 0.22% of the portfolio, ranked #121.

Caitlin John first reported a position in VUG in Q4 2023 and has held it in 9 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Caitlin John held 4,689 shares of Vanguard Morningstar Growth ETF worth $404K as of Q2 2026.
  • Caitlin John bought 2,853 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $240K.
  • Vanguard Morningstar Growth ETF made up 0.22% of Caitlin John's portfolio in Q2 2026, its #121 holding.
  • Caitlin John first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 9 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.