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

Canal 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	$1.61M	Buy	18,650 +2,924	+19%	+$246K	0.2%	81
2026 Q1	$1.14M	Buy	15,726 +4,176	+36%	+$325K	0.16%	87
2025 Q4	$939K	Buy	11,550 +648	+6%	+$52.6K	0.13%	89
2025 Q3	$871K	Sell	10,902 -2,514	-19%	-$192K	0.13%	88
2025 Q2	$980K	Buy	13,416 +600	+5%	+$39.5K	0.15%	83
2025 Q1	$792K	Hold	12,816	–	–	0.13%	84
2024 Q4	$877K	Buy	12,816 +8,376	+189%	+$563K	0.14%	89
2024 Q3	$284K	Hold	4,440	–	–	0.05%	136
2024 Q2	$277K	Hold	4,440	–	–	0.05%	132
2024 Q1	$255K	Hold	4,440	–	–	0.04%	131
2023 Q4	$230K	Hold	4,440	–	–	0.04%	151
2023 Q3	$202K	Hold	4,440	–	–	0.04%	149
2023 Q2	$209K	Buy	+4,440	New	+$193K	0.04%	146

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

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

Canal Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 19% in Q2 2026, buying an estimated $246K and bringing the position to 18,650 shares worth $1.61M. The position accounts for 0.2% of the portfolio, ranked #81.

Canal Capital Management first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Canal Capital Management held 18,650 shares of Vanguard Morningstar Growth ETF worth $1.61M as of Q2 2026.
Canal Capital Management bought 2,924 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $246K.
Vanguard Morningstar Growth ETF made up 0.2% of Canal Capital Management's portfolio in Q2 2026, its #81 holding.
Canal Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Canal Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.