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CJM Wealth Advisers’s Vanguard Morningstar Growth ETF VUG Stock Holding History

CJM Wealth Advisers’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 		$252K Buy
2,931
+87
+3% +$7.32K 0.07% 69
2026
Q1 		$207K Buy
2,844
+126
+5% +$9.8K 0.06% 68
2025
Q4 		$221K Hold
2,718
– – 0.07% 69
2025
Q3 		$217K Buy
+2,718
New +$208K 0.07% 69
2025
Q2 		– Sell
-3,276
Closed -$202K – 73
2025
Q1 		$202K Sell
3,276
-300
-8% -$20.2K 0.07% 64
2024
Q4 		$245K Buy
3,576
+300
+9% +$20.2K 0.08% 60
2024
Q3 		$210K Hold
3,276
– – 0.07% 67
2024
Q2 		$206K Buy
+3,276
New +$191K 0.08% 62

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

CJM Wealth Advisers's VUG Position: Q2 2026 in Review

CJM Wealth Advisers increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.1% in Q2 2026, buying an estimated $7.32K and bringing the position to 2,931 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #69.

CJM Wealth Advisers first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • CJM Wealth Advisers held 2,931 shares of Vanguard Morningstar Growth ETF worth $252K as of Q2 2026.
  • CJM Wealth Advisers bought 87 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $7.32K.
  • Vanguard Morningstar Growth ETF made up 0.07% of CJM Wealth Advisers's portfolio in Q2 2026, its #69 holding.
  • CJM Wealth Advisers first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.