Capstone Wealth Management Group (Pennsylvania)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$514K	Buy	5,961 +9	+0.2%	+$757	0.18%	64
2026 Q1	$434K	Buy	5,952 +6	+0.1%	+$467	0.18%	67
2025 Q4	$484K	Buy	5,946 +12	+0.2%	+$974	0.2%	56
2025 Q3	$474K	Buy	5,934 +6	+0.1%	+$458	0.2%	54
2025 Q2	$433K	Hold	5,928	–	–	0.42%	37
2025 Q1	$366K	Buy	5,928 +6	+0.1%	+$405	0.21%	58
2024 Q4	$405K	Buy	5,922 +6	+0.1%	+$403	0.22%	61
2024 Q3	$378K	Buy	5,916 +18	+0.3%	+$1.12K	0.22%	62
2024 Q2	$368K	Sell	5,898 -108	-2%	-$6.3K	0.24%	60
2024 Q1	$344K	Buy	6,006 +96	+2%	+$5.28K	0.25%	60
2023 Q4	$306K	Buy	5,910 +12	+0.2%	+$579	0.29%	51
2023 Q3	$268K	Sell	5,898 -24	-0.4%	-$1.13K	0.28%	49
2023 Q2	$279K	Buy	5,922 +12	+0.2%	+$520	0.29%	49
2023 Q1	$246K	Buy	5,910 +6	+0.1%	+$233	0.27%	50
2022 Q4	$210K	Buy	5,904 +42	+0.7%	+$1.54K	0.23%	59
2022 Q3	$209K	Buy	5,862 +12	+0.2%	+$482	0.27%	54
2022 Q2	$217K	Sell	5,850 -282	-5%	-$11.6K	0.26%	58
2022 Q1	$294K	Buy	6,132 +12	+0.2%	+$568	0.29%	56
2021 Q4	$327K	Buy	+6,120	New	+$319K	0.27%	58

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 22.9% 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 Wealth Management Group (Pennsylvania)'s VUG Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.15% in Q2 2026, buying an estimated $757 and bringing the position to 5,961 shares worth $514K. The position accounts for 0.18% of the portfolio, ranked #64.

Capstone Wealth Management Group (Pennsylvania) first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 5,961 shares of Vanguard Morningstar Growth ETF worth $514K as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) bought 9 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $757.
Vanguard Morningstar Growth ETF made up 0.18% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #64 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.