J. Hagan Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

J. Hagan 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	$1.19M	Buy	13,781 +689	+5%	+$58K	0.55%	32
2026 Q1	$953K	Sell	13,092 -564	-4%	-$43.9K	0.51%	34
2025 Q4	$1.11M	Sell	13,656 -38,184	-74%	-$3.1M	0.61%	34
2025 Q3	$4.14M	Buy	51,840 +8,154	+19%	+$623K	2.51%	12
2025 Q2	$3.28M	Buy	43,686 +18,744	+75%	+$1.23M	2.21%	14
2025 Q1	$1.71M	Buy	+24,942	New	+$1.68M	1.39%	21

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

J. Hagan Capital's VUG Position: Q2 2026 in Review

J. Hagan Capital increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.3% in Q2 2026, buying an estimated $58K and bringing the position to 13,781 shares worth $1.19M. The position accounts for 0.55% of the portfolio, ranked #32.

J. Hagan Capital first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.14M in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

J. Hagan Capital held 13,781 shares of Vanguard Morningstar Growth ETF worth $1.19M as of Q2 2026.
J. Hagan Capital bought 689 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $58K.
Vanguard Morningstar Growth ETF made up 0.55% of J. Hagan Capital's portfolio in Q2 2026, its #32 holding.
J. Hagan Capital first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
J. Hagan Capital's Vanguard Morningstar Growth ETF position peaked at $4.14M in Q3 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on J. Hagan Capital's 13F filing for Q2 2026, filed 14 Aug 2026.