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

Inscription 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	$652K	Buy	7,570 +292	+4%	+$24.6K	0.06%	317
2026 Q1	$530K	Buy	7,278 +240	+3%	+$18.7K	0.06%	344
2025 Q4	$572K	Sell	7,038 -168	-2%	-$13.6K	0.06%	325
2025 Q3	$576K	Buy	7,206 +1,638	+29%	+$125K	0.06%	312
2025 Q2	$407K	Buy	+5,568	New	+$367K	0.06%	272
2024 Q3	$205K	Buy	+3,198	New	+$198K	0.03%	352
2022 Q2	–	Sell	-7,554	Closed	-$362K	–	261
2022 Q1	$362K	Sell	7,554 -270	-3%	-$12.8K	0.1%	147
2021 Q4	$418K	Buy	7,824 +1,308	+20%	+$68.1K	0.11%	153
2021 Q3	$315K	Sell	6,516 -1,069,554	-99%	-$53.2M	0.1%	161
2021 Q2	$51.4M	Buy	+1,076,070	New	+$48.9M	5.84%	2
2019 Q1	–	Sell	-1,260	Closed	-$28K	–	291
2018 Q4	$28K	Buy	+1,260	New	+$30.5K	0.02%	225

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

Inscription Capital's VUG Position: Q2 2026 in Review

Inscription Capital increased its Vanguard Morningstar Growth ETF (VUG) stake by 4% in Q2 2026, buying an estimated $24.6K and bringing the position to 7,570 shares worth $652K. The position accounts for 0.06% of the portfolio, ranked #317.

Inscription Capital first reported a position in VUG in Q4 2018 and has held it in 11 quarters since. The position peaked at $51.4M in Q2 2021. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Inscription Capital held 7,570 shares of Vanguard Morningstar Growth ETF worth $652K as of Q2 2026.
Inscription Capital bought 292 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $24.6K.
Vanguard Morningstar Growth ETF made up 0.06% of Inscription Capital's portfolio in Q2 2026, its #317 holding.
Inscription Capital first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 11 quarters since.
Inscription Capital's Vanguard Morningstar Growth ETF position peaked at $51.4M in Q2 2021.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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