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Caldwell Sutter Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Caldwell Sutter 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 		$1.24M Sell
14,435
-691
-5% -$58.1K 0.47% 53
2026
Q1 		$1.1M Sell
15,126
-1,116
-7% -$86.8K 0.45% 58
2025
Q4 		$1.32M Sell
16,242
-186
-1% -$15.1K 0.56% 45
2025
Q3 		$1.31M Sell
16,428
-264
-2% -$20.2K 0.56% 42
2025
Q2 		$1.22M Sell
16,692
-42
-0.3% -$2.77K 0.56% 43
2025
Q1 		$1.03M Sell
16,734
-840
-5% -$56.6K 0.49% 52
2024
Q4 		$1.2M Sell
17,574
-312
-2% -$21K 0.56% 45
2024
Q3 		$1.14M Sell
17,886
-924
-5% -$57.3K 0.53% 47
2024
Q2 		$1.17M Sell
18,810
-6
-0% -$350 0.58% 43
2024
Q1 		$1.08M Sell
18,816
-582
-3% -$32K 0.52% 53
2023
Q4 		$1.01M Sell
19,398
-1,284
-6% -$62K 0.51% 57
2023
Q3 		$939K Buy
20,682
+1,530
+8% +$72.3K 0.52% 54
2023
Q2 		$903K Buy
19,152
+12,390
+183% +$537K 0.47% 61
2023
Q1 		$281K Buy
6,762
+4,938
+271% +$192K 0.21% 98
2022
Q4 		$64.8K Buy
+1,824
New +$67.1K 0.06% 168

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

Caldwell Sutter Capital's VUG Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.6% in Q2 2026, selling an estimated $58.1K and leaving 14,435 shares worth $1.24M. The position accounts for 0.47% of the portfolio, ranked #53.

Caldwell Sutter Capital first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q4 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Caldwell Sutter Capital held 14,435 shares of Vanguard Morningstar Growth ETF worth $1.24M as of Q2 2026.
  • Caldwell Sutter Capital sold 691 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $58.1K.
  • Vanguard Morningstar Growth ETF made up 0.47% of Caldwell Sutter Capital's portfolio in Q2 2026, its #53 holding.
  • Caldwell Sutter Capital first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Vanguard Morningstar Growth ETF position peaked at $1.32M in Q4 2025.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.