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Capital Group Private Client Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Capital Group Private Client Services’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 		$4.2M Buy
48,777
+26,631
+120% +$2.24M 0.06% 113
2026
Q1 		$1.61M Buy
22,146
+1,776
+9% +$138K 0.03% 167
2025
Q4 		$1.66M Sell
20,370
-2,886
-12% -$234K 0.03% 181
2025
Q3 		$1.86M Buy
23,256
+5,466
+31% +$418K 0.03% 180
2025
Q2 		$1.3M Buy
17,790
+1,548
+10% +$102K 0.01% 225
2025
Q1 		$1M Sell
16,242
-36
-0.2% -$2.43K 0.01% 231
2024
Q4 		$1.11M Buy
16,278
+3,906
+32% +$262K 0.01% 229
2024
Q3 		$792K Sell
12,372
-210
-2% -$13K 0.01% 231
2024
Q2 		$784K Sell
12,582
-42
-0.3% -$2.45K 0.01% 230
2024
Q1 		$724K Sell
12,624
-24
-0.2% -$1.32K 0.01% 228
2023
Q4 		$655K Sell
12,648
-96
-0.8% -$4.63K 0.01% 226
2023
Q3 		$578K Buy
12,744
+4,464
+54% +$211K 0.01% 217
2023
Q2 		$391K Sell
8,280
-126
-1% -$5.46K ﹤0.01% 220
2023
Q1 		$350K Sell
8,406
-324
-4% -$12.6K ﹤0.01% 224
2022
Q4 		$310K Sell
8,730
-492
-5% -$18.1K ﹤0.01% 223
2022
Q3 		$329K Buy
9,222
+6
+0.1% +$241 ﹤0.01% 219
2022
Q2 		$342K Sell
9,216
-42
-0.5% -$1.73K ﹤0.01% 216
2022
Q1 		$444K Buy
9,258
+3,048
+49% +$144K ﹤0.01% 213
2021
Q4 		$332K Sell
6,210
-3,090
-33% -$161K ﹤0.01% 205
2021
Q3 		$450K Buy
+9,300
New +$463K 0.01% 195

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

Capital Group Private Client Services's VUG Position: Q2 2026 in Review

Capital Group Private Client Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 120% in Q2 2026, buying an estimated $2.24M and bringing the position to 48,777 shares worth $4.2M. The position accounts for 0.06% of the portfolio, ranked #113.

Capital Group Private Client Services first reported a position in VUG in Q3 2021 and has held it in 20 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Capital Group Private Client Services held 48,777 shares of Vanguard Morningstar Growth ETF worth $4.2M as of Q2 2026.
  • Capital Group Private Client Services bought 26,631 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.24M.
  • Vanguard Morningstar Growth ETF made up 0.06% of Capital Group Private Client Services's portfolio in Q2 2026, its #113 holding.
  • Capital Group Private Client Services first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.