Chicago Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Chicago Capital’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	$3.59M	Buy	41,720 +122	+0.3%	+$10.3K	0.09%	106
2026 Q1	$3.03M	Buy	41,598 +96	+0.2%	+$7.47K	0.08%	117
2025 Q4	$3.37M	Hold	41,502	–	–	0.08%	105
2025 Q3	$3.32M	Sell	41,502 -810	-2%	-$61.9K	0.08%	108
2025 Q2	$3.09M	Hold	42,312	–	–	0.08%	107
2025 Q1	$2.62M	Hold	42,312	–	–	0.07%	113
2024 Q4	$2.89M	Sell	42,312 -978	-2%	-$65.7K	0.08%	108
2024 Q3	$2.77M	Sell	43,290 -1,434	-3%	-$88.9K	0.08%	107
2024 Q2	$2.79M	Hold	44,724	–	–	0.08%	105
2024 Q1	$2.57M	Buy	+44,724	New	+$2.46M	0.08%	108

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Chicago Capital's VUG Position: Q2 2026 in Review

Chicago Capital increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.29% in Q2 2026, buying an estimated $10.3K and bringing the position to 41,720 shares worth $3.59M. The position accounts for 0.09% of the portfolio, ranked #106.

Chicago Capital first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 1,523 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Chicago Capital held 41,720 shares of Vanguard Morningstar Growth ETF worth $3.59M as of Q2 2026.
Chicago Capital bought 122 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $10.3K.
Vanguard Morningstar Growth ETF made up 0.09% of Chicago Capital's portfolio in Q2 2026, its #106 holding.
Chicago Capital first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,523 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.