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Chapin Davis’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Chapin Davis’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 		$1.66M Sell
19,219
-449
-2% -$37.8K 0.29% 62
2026
Q1 		$1.43M Buy
19,668
+504
+3% +$39.2K 0.32% 65
2025
Q4 		$1.56M Buy
19,164
+6
+0% +$487 0.37% 60
2025
Q3 		$1.53M Sell
19,158
-1,212
-6% -$92.6K 0.38% 61
2025
Q2 		$1.49M Buy
20,370
+6
+0% +$395 0.41% 58
2025
Q1 		$1.26M Buy
20,364
+1,002
+5% +$67.6K 0.43% 55
2024
Q4 		$1.24M Hold
19,362
– – 0.4% 61
2024
Q3 		$1.24M Buy
19,362
+444
+2% +$27.5K 0.4% 62
2024
Q2 		$1.18M Buy
18,918
+3,324
+21% +$194K 0.4% 56
2024
Q1 		$895K Buy
15,594
+3,234
+26% +$178K 0.33% 74
2023
Q4 		$640K Buy
12,360
+3,132
+34% +$151K 0.27% 97
2023
Q3 		$419K Sell
9,228
-72
-0.8% -$3.4K 0.2% 124
2023
Q2 		$439K Hold
9,300
– – 0.21% 123
2023
Q1 		$387K Buy
9,300
+1,476
+19% +$57.4K 0.2% 126
2022
Q4 		$278K Buy
+7,824
New +$288K 0.16% 145

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Chapin Davis's VUG Position: Q2 2026 in Review

Chapin Davis reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.3% in Q2 2026, selling an estimated $37.8K and leaving 19,219 shares worth $1.66M. The position accounts for 0.29% of the portfolio, ranked #62.

Chapin Davis first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Chapin Davis held 19,219 shares of Vanguard Morningstar Growth ETF worth $1.66M as of Q2 2026.
  • Chapin Davis sold 449 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $37.8K.
  • Vanguard Morningstar Growth ETF made up 0.29% of Chapin Davis's portfolio in Q2 2026, its #62 holding.
  • Chapin Davis first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.