Gilbert & Cook’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Gilbert & Cook’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	$1.36M	Sell	15,781 -653	-4%	-$54.9K	0.16%	58
2026 Q1	$1.2M	Sell	16,434 -216	-1%	-$16.8K	0.15%	62
2025 Q4	$1.35M	Sell	16,650 -60	-0.4%	-$4.87K	0.17%	57
2025 Q3	$1.34M	Buy	16,710 +10,428	+166%	+$797K	0.17%	60
2025 Q2	$459K	Sell	6,282 -1,086	-15%	-$71.5K	0.06%	150
2025 Q1	$455K	Sell	7,368 -492	-6%	-$33.2K	0.07%	143
2024 Q4	$538K	Sell	7,860 -1,650	-17%	-$111K	0.08%	129
2024 Q3	$609K	Sell	9,510 -672	-7%	-$41.7K	0.08%	111
2024 Q2	$635K	Sell	10,182 -15,960	-61%	-$931K	0.09%	96
2024 Q1	$1.5M	Buy	+26,142	New	+$1.44M	0.2%	44
2023 Q3	–	Sell	-4,320	Closed	-$204K	–	244
2023 Q2	$204K	Buy	+4,320	New	+$187K	0.03%	215

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

Gilbert & Cook's VUG Position: Q2 2026 in Review

Gilbert & Cook reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4% in Q2 2026, selling an estimated $54.9K and leaving 15,781 shares worth $1.36M. The position accounts for 0.16% of the portfolio, ranked #58.

Gilbert & Cook first reported a position in VUG in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q1 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Gilbert & Cook held 15,781 shares of Vanguard Morningstar Growth ETF worth $1.36M as of Q2 2026.
Gilbert & Cook sold 653 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $54.9K.
Vanguard Morningstar Growth ETF made up 0.16% of Gilbert & Cook's portfolio in Q2 2026, its #58 holding.
Gilbert & Cook first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 11 quarters since.
Gilbert & Cook's Vanguard Morningstar Growth ETF position peaked at $1.5M in Q1 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.