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CFO Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

CFO Capital Management’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
Q1 		$2.72M Buy
38,874
+2,580
+7% +$201K 2.24% 11
2025
Q4 		$2.95M Buy
+36,294
New +$2.95M 2.21% 10

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFO Capital Management's VUG Position: Q1 2026 in Review

CFO Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.1% in Q1 2026, buying an estimated $201K and bringing the position to 38,874 shares worth $2.72M. The position accounts for 2.24% of the portfolio, ranked #11.

CFO Capital Management first reported a position in VUG in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.95M in Q4 2025. 2,729 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • CFO Capital Management held 38,874 shares of Vanguard Morningstar Growth ETF worth $2.72M as of Q1 2026.
  • CFO Capital Management bought 2,580 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $201K.
  • Vanguard Morningstar Growth ETF made up 2.24% of CFO Capital Management's portfolio in Q1 2026, its #11 holding.
  • CFO Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • CFO Capital Management's Vanguard Morningstar Growth ETF position peaked at $2.95M in Q4 2025.
  • 2,729 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.