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David Shaw’s Vanguard Morningstar Growth ETF VUG Stock Holding History

David Shaw’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 		$17.4M Buy
+201,707
New +$17M 0.01% 1388
2025
Q3 		– Sell
-49,698
Closed -$3.63M – 4959
2025
Q2 		$3.63M Sell
49,698
-75,138
-60% -$4.95M ﹤0.01% 2272
2025
Q1 		$7.72M Buy
+124,836
New +$8.42M 0.01% 1584
2024
Q4 		– Sell
-52,518
Closed -$3.36M – 4929
2024
Q3 		$3.36M Buy
+52,518
New +$3.26M ﹤0.01% 2281
2024
Q1 		– Sell
-14,088
Closed -$730K – 4783
2023
Q4 		$730K Buy
+14,088
New +$680K ﹤0.01% 3338

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

David Shaw's VUG Position: Q2 2026 in Review

David Shaw opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 201,707 shares worth $17.4M. The stake represents 0.01% of the portfolio and ranks #1388 among its holdings. This is a return to the name: David Shaw previously reported a position in VUG as recently as Q2 2025.

David Shaw first reported a position in VUG in Q4 2023 and has held it in 5 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • David Shaw held 201,707 shares of Vanguard Morningstar Growth ETF worth $17.4M as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new David Shaw position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.01% of David Shaw's portfolio in Q2 2026, its #1388 holding.
  • David Shaw first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.