Capstone Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Capstone Financial Advisors’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	$320K	Buy	3,715 +505	+16%	+$42.5K	0.02%	138
2026 Q1	$234K	Hold	3,210	–	–	0.01%	153
2025 Q4	$261K	Hold	3,210	–	–	0.01%	146
2025 Q3	$257K	Hold	3,210	–	–	0.01%	150
2025 Q2	$235K	Buy	+3,210	New	+$211K	0.01%	141
2025 Q1	–	Sell	-3,192	Closed	-$218K	–	165
2024 Q4	$218K	Buy	+3,192	New	+$214K	0.01%	137
2021 Q4	–	Sell	-4,392	Closed	-$212K	–	151
2021 Q3	$212K	Buy	4,392 +18	+0.4%	+$896	0.02%	124
2021 Q2	$209K	Buy	+4,374	New	+$199K	0.02%	129

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

Capstone Financial Advisors's VUG Position: Q2 2026 in Review

Capstone Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 16% in Q2 2026, buying an estimated $42.5K and bringing the position to 3,715 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #138.

Capstone Financial Advisors first reported a position in VUG in Q2 2021 and has held it in 8 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Capstone Financial Advisors held 3,715 shares of Vanguard Morningstar Growth ETF worth $320K as of Q2 2026.
Capstone Financial Advisors bought 505 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $42.5K.
Vanguard Morningstar Growth ETF made up 0.02% of Capstone Financial Advisors's portfolio in Q2 2026, its #138 holding.
Capstone Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 8 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.