Garde Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Garde Capital’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	$4.08M	Buy	+47,400	New	+$3.99M	0.18%	65
2026 Q1	–	Sell	-62,400	Closed	-$5.07M	–	233
2025 Q4	$5.07M	Buy	62,400 +15,000	+32%	+$1.22M	0.3%	48
2025 Q3	$3.79M	Buy	+47,400	New	+$3.62M	0.18%	71

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 22.9% 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

Garde Capital's VUG Position: Q2 2026 in Review

Garde Capital reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.99% in Q2 2026, selling an estimated $2.2M and leaving 2,623,586 shares worth $226M. The position accounts for 10.13% of the portfolio, ranked #2.

Garde Capital first reported a position in VUG in Q2 2014 and has held it in 49 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Garde Capital held 2,623,586 shares of Vanguard Morningstar Growth ETF worth $226M as of Q2 2026.
Garde Capital sold 26,122 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.2M.
Vanguard Morningstar Growth ETF made up 10.13% of Garde Capital's portfolio in Q2 2026, its #2 holding.
Garde Capital first reported a position in Vanguard Morningstar Growth ETF in Q2 2014 and has held it in 49 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.