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

Generation 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
Q1 		– Sell
-2,544
Closed -$207K – 91
2025
Q4 		$207K Hold
2,544
– – 0.13% 87
2025
Q3 		$203K Buy
+2,544
New +$194K 0.15% 77

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Generation Capital Management's VUG Position: Q1 2026 in Review

Generation Capital Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 2,544 shares — an estimated $207K sold.

Generation Capital Management first reported a position in VUG in Q3 2025 and held it in 2 quarters. The position peaked at $207K in Q4 2025. 2,726 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Generation Capital Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Generation Capital Management sold 2,544 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $207K.
  • Generation Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and held it in 2 quarters.
  • Generation Capital Management's Vanguard Morningstar Growth ETF position peaked at $207K in Q4 2025.
  • 2,726 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.