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

Chilton 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
Q2 		$871K Sell
10,115
-6,199
-38% -$522K 0.03% 142
2026
Q1 		$1.19M Sell
16,314
-6,504
-29% -$506K 0.04% 119
2025
Q4 		$1.86M Sell
22,818
-6,744
-23% -$547K 0.06% 105
2025
Q3 		$2.36M Buy
29,562
+25,188
+576% +$1.92M 0.08% 100
2025
Q2 		$320K Sell
4,374
-2,208
-34% -$145K 0.01% 189
2025
Q1 		$407K Sell
6,582
-2,646
-29% -$178K 0.02% 175
2024
Q4 		$631K Buy
9,228
+270
+3% +$18.1K 0.03% 152
2024
Q3 		$573K Buy
8,958
+798
+10% +$49.5K 0.02% 157
2024
Q2 		$509K Sell
8,160
-606
-7% -$35.3K 0.02% 159
2024
Q1 		$503K Sell
8,766
-2,100
-19% -$115K 0.02% 164
2023
Q4 		$563K Sell
10,866
-2,040
-16% -$98.5K 0.03% 157
2023
Q3 		$586K Sell
12,906
-750
-5% -$35.4K 0.03% 145
2023
Q2 		$644K Hold
13,656
– – 0.04% 141
2023
Q1 		$568K Sell
13,656
-6,690
-33% -$260K 0.03% 148
2022
Q4 		$723K Sell
20,346
-72
-0.4% -$2.65K 0.04% 143
2022
Q3 		$728K Sell
20,418
-7,026
-26% -$282K 0.05% 136
2022
Q2 		$1.02M Sell
27,444
-414
-1% -$17K 0.06% 125
2022
Q1 		$1.33M Buy
27,858
+78
+0.3% +$3.69K 0.07% 118
2021
Q4 		$1.49M Buy
27,780
+210
+0.8% +$10.9K 0.08% 118
2021
Q3 		$1.33M Sell
27,570
-642
-2% -$31.9K 0.07% 120
2021
Q2 		$1.35M Sell
28,212
-5,214
-16% -$237K 0.08% 116
2021
Q1 		$1.43M Buy
33,426
+2,316
+7% +$99.1K 0.1% 107
2020
Q4 		$1.31M Buy
31,110
+11,532
+59% +$460K 0.09% 97
2020
Q3 		$743K Buy
19,578
+8,376
+75% +$309K 0.06% 121
2020
Q2 		$377K Buy
11,202
+960
+9% +$29.5K 0.03% 147
2020
Q1 		$267K Buy
+10,242
New +$307K 0.03% 157

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

Chilton Capital Management's VUG Position: Q2 2026 in Review

Chilton Capital Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 38% in Q2 2026, selling an estimated $522K and leaving 10,115 shares worth $871K. The position accounts for 0.03% of the portfolio, ranked #142.

Chilton Capital Management first reported a position in VUG in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.36M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Chilton Capital Management held 10,115 shares of Vanguard Morningstar Growth ETF worth $871K as of Q2 2026.
  • Chilton Capital Management sold 6,199 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $522K.
  • Vanguard Morningstar Growth ETF made up 0.03% of Chilton Capital Management's portfolio in Q2 2026, its #142 holding.
  • Chilton Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Chilton Capital Management's Vanguard Morningstar Growth ETF position peaked at $2.36M in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.