Cannell & Spears’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cannell & Spears’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	$829K	Buy	9,618 +12	+0.1%	+$1.01K	0.01%	267
2026 Q1	$699K	Buy	9,606 +42	+0.4%	+$3.27K	0.01%	271
2025 Q4	$778K	Buy	9,564 +12	+0.1%	+$974	0.01%	259
2025 Q3	$764K	Buy	9,552 +6	+0.1%	+$458	0.01%	256
2025 Q2	$697K	Buy	9,546 +906	+10%	+$59.6K	0.01%	252
2025 Q1	$534K	Sell	8,640 -324	-4%	-$21.8K	0.01%	277
2024 Q4	$613K	Hold	8,964	–	–	0.01%	275
2024 Q3	$574K	Hold	8,964	–	–	0.01%	287
2024 Q2	$559K	Hold	8,964	–	–	0.01%	263
2024 Q1	$514K	Buy	+8,964	New	+$493K	0.01%	280

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

Cannell & Spears's VUG Position: Q2 2026 in Review

Cannell & Spears increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.12% in Q2 2026, buying an estimated $1.01K and bringing the position to 9,618 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #267.

Cannell & Spears first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Cannell & Spears held 9,618 shares of Vanguard Morningstar Growth ETF worth $829K as of Q2 2026.
Cannell & Spears bought 12 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.01K.
Vanguard Morningstar Growth ETF made up 0.01% of Cannell & Spears's portfolio in Q2 2026, its #267 holding.
Cannell & Spears first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.