Capital Squared Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Capital Squared Financial’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	$4.22M	Buy	48,949 +691	+1%	+$58.1K	2.76%	5
2026 Q1	$3.51M	Buy	48,258 +1,194	+3%	+$92.9K	2.68%	9
2025 Q4	$3.83M	Buy	47,064 +1,854	+4%	+$150K	2.98%	6
2025 Q3	$3.61M	Buy	45,210 +2,448	+6%	+$187K	3.14%	7
2025 Q2	$3.12M	Buy	+42,762	New	+$2.82M	3.64%	6

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

Capital Squared Financial's VUG Position: Q2 2026 in Review

Capital Squared Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q2 2026, buying an estimated $58.1K and bringing the position to 48,949 shares worth $4.22M. The position accounts for 2.76% of the portfolio, ranked #5.

Capital Squared Financial first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Capital Squared Financial held 48,949 shares of Vanguard Morningstar Growth ETF worth $4.22M as of Q2 2026.
Capital Squared Financial bought 691 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $58.1K.
Vanguard Morningstar Growth ETF made up 2.76% of Capital Squared Financial's portfolio in Q2 2026, its #5 holding.
Capital Squared Financial first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.