Excalibur Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Excalibur 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	$208K	Buy	+2,412	New	+$203K	0.07%	168

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Excalibur Management's VUG Position: Q2 2026 in Review

Excalibur Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,412 shares worth $208K. The stake represents 0.07% of the portfolio and ranks #168 among its holdings.

2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Excalibur Management held 2,412 shares of Vanguard Morningstar Growth ETF worth $208K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Excalibur Management position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.07% of Excalibur Management's portfolio in Q2 2026, its #168 holding.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.