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Gallagher Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Gallagher Capital Advisors’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 		$2.65M Sell
30,766
-2,840
-8% -$239K 1.52% 21
2026
Q1 		$408K Sell
33,606
-900
-3% -$70K 0.27% 50
2025
Q4 		$2.83M Buy
+34,506
New +$2.8M 1.83% 20
2025
Q2 		– Sell
-38,148
Closed -$2.36M – 71
2025
Q1 		$2.36M Sell
38,148
-1,032
-3% -$69.6K 1.8% 20
2024
Q4 		$2.68M Buy
+39,180
New +$2.63M 1.95% 20

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gallagher Capital Advisors's VUG Position: Q2 2026 in Review

Gallagher Capital Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 8.5% in Q2 2026, selling an estimated $239K and leaving 30,766 shares worth $2.65M. The position accounts for 1.52% of the portfolio, ranked #21.

Gallagher Capital Advisors first reported a position in VUG in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.83M in Q4 2025. 1,734 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Gallagher Capital Advisors held 30,766 shares of Vanguard Morningstar Growth ETF worth $2.65M as of Q2 2026.
  • Gallagher Capital Advisors sold 2,840 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $239K.
  • Vanguard Morningstar Growth ETF made up 1.52% of Gallagher Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • Gallagher Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • Gallagher Capital Advisors's Vanguard Morningstar Growth ETF position peaked at $2.83M in Q4 2025.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.