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

Chaney 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	$51.1M	Buy	702,372 +22,380	+3%	+$1.74M	18.03%	3
2025 Q4	$55.3M	Sell	679,992 -10,896	-2%	-$884K	19.08%	2
2025 Q3	$55.2M	Sell	690,888 -4,080	-0.6%	-$312K	19.59%	2
2025 Q2	$50.8M	Buy	694,968 +15,270	+2%	+$1.01M	19.92%	2
2025 Q1	$42M	Buy	679,698 +8,232	+1%	+$555K	18.71%	3
2024 Q4	$45.9M	Sell	671,466 -2,184	-0.3%	-$147K	21.73%	1
2024 Q3	$43.1M	Buy	673,650 +72,066	+12%	+$4.47M	24.19%	2
2024 Q2	$37.5M	Buy	601,584 +53,802	+10%	+$3.14M	24.84%	1
2024 Q1	$31.4M	Buy	547,782 +10,974	+2%	+$603K	25.25%	2
2023 Q4	$27.8M	Buy	+536,808	New	+$25.9M	24.75%	2

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Chaney Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.3% in Q1 2026, buying an estimated $1.74M and bringing the position to 702,372 shares worth $51.1M. The position accounts for 18.03% of the portfolio, ranked #3.

Chaney Capital Management first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $55.3M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Chaney Capital Management held 702,372 shares of Vanguard Morningstar Growth ETF worth $51.1M as of Q1 2026.
Chaney Capital Management bought 22,380 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $1.74M.
Vanguard Morningstar Growth ETF made up 18.03% of Chaney Capital Management's portfolio in Q1 2026, its #3 holding.
Chaney Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 10 quarters since.
Chaney Capital Management's Vanguard Morningstar Growth ETF position peaked at $55.3M in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Chaney Capital Management's 13F filing for Q1 2026, filed 11 May 2026.