Cox Capital Management
VUG icon

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

Cox 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
Q3 		$1.13M Buy
12,486
+111
+0.9% +$9.7K 0.63% 47
2026
Q2 		$1.07M Sell
12,375
-93
-0.7% -$7.82K 0.59% 51
2026
Q1 		$908K Buy
+12,468
New +$970K 0.6% 51

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Cox Capital Management's VUG Position: Q3 2026 in Review

Cox Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.9% in Q3 2026, buying an estimated $9.7K and bringing the position to 12,486 shares worth $1.13M. The position accounts for 0.63% of the portfolio, ranked #47.

Cox Capital Management first reported a position in VUG in Q1 2026 and has held it in 3 quarters since. 2,162 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Cox Capital Management held 12,486 shares of Vanguard Morningstar Growth ETF worth $1.13M as of Q3 2026.
  • Cox Capital Management bought 111 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $9.7K.
  • Vanguard Morningstar Growth ETF made up 0.63% of Cox Capital Management's portfolio in Q3 2026, its #47 holding.
  • Cox Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Cox Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.