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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
Q2 		$1.47M Buy
+17,115
New +$1.44M 0.9% 32
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 $1.55T 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 22.9% 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

Generation Capital Management's VUG Position: Q2 2026 in Review

Generation Capital Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 17,115 shares worth $1.47M. The stake represents 0.9% of the portfolio and ranks #32 among its holdings. This is a return to the name: Generation Capital Management previously reported a position in VUG as recently as Q4 2025.

Generation Capital Management first reported a position in VUG in Q3 2025 and has held it in 3 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Generation Capital Management held 17,115 shares of Vanguard Morningstar Growth ETF worth $1.47M as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Generation Capital Management position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.9% of Generation Capital Management's portfolio in Q2 2026, its #32 holding.
  • Generation Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Generation Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.