JGIA
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Jackson Grant Investment Advisers’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Jackson Grant Investment Advisers’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 		$1.92M Buy
22,234
+10
+0% +$841 0.59% 34
2026
Q1 		$1.62M Buy
22,224
+12
+0.1% +$934 0.54% 34
2025
Q4 		$1.81M Buy
22,212
+18
+0.1% +$1.46K 0.59% 32
2025
Q3 		$1.77M Buy
22,194
+1,332
+6% +$102K 0.59% 31
2025
Q2 		$1.52M Buy
20,862
+4,200
+25% +$277K 0.56% 34
2025
Q1 		$1.03M Sell
16,662
-840
-5% -$56.6K 0.4% 41
2024
Q4 		$1.2M Sell
17,502
-3,972
-18% -$267K 0.46% 37
2024
Q3 		$1.37M Buy
21,474
+12
+0.1% +$744 0.51% 34
2024
Q2 		$1.34M Buy
21,462
+24
+0.1% +$1.4K 0.54% 33
2024
Q1 		$1.23M Buy
21,438
+24
+0.1% +$1.32K 0.5% 35
2023
Q4 		$1.11M Buy
21,414
+30
+0.1% +$1.45K 0.49% 34
2023
Q3 		$970K Buy
21,384
+30
+0.1% +$1.42K 0.47% 38
2023
Q2 		$1.01M Buy
21,354
+54
+0.3% +$2.34K 0.47% 38
2023
Q1 		$885K Buy
21,300
+30
+0.1% +$1.17K 0.42% 42
2022
Q4 		$755K Sell
21,270
-1,536
-7% -$56.5K 0.37% 47
2022
Q3 		$813K Sell
22,806
-6,300
-22% -$253K 0.43% 42
2022
Q2 		$1.08M Sell
29,106
-4,578
-14% -$188K 0.54% 32
2022
Q1 		$1.61M Buy
+33,684
New +$1.59M 0.68% 26
2021
Q4 		– Sell
-33,636
Closed -$1.63M – 336
2021
Q3 		$1.63M Sell
33,636
-570
-2% -$28.4K 0.72% 25
2021
Q2 		$1.64M Buy
34,206
+522
+2% +$23.7K 0.72% 25
2021
Q1 		$1.44M Buy
33,684
+2,484
+8% +$106K 0.66% 29
2020
Q4 		$1.32M Buy
31,200
+6,912
+28% +$276K 0.67% 26
2020
Q3 		$921K Buy
24,288
+90
+0.4% +$3.32K 0.55% 32
2020
Q2 		$815K Buy
24,198
+54
+0.2% +$1.66K 0.52% 33
2020
Q1 		$631K Hold
24,144
– – 0.47% 35
2019
Q4 		$733K Buy
24,144
+60
+0.2% +$1.73K 0.4% 40
2019
Q3 		$667K Sell
24,084
-1,092
-4% -$30.3K 0.38% 42
2019
Q2 		$686K Buy
25,176
+60
+0.2% +$1.6K 0.4% 39
2019
Q1 		$655K Sell
25,116
-3,108
-11% -$76.7K 0.39% 38
2018
Q4 		$632K Buy
28,224
+1,170
+4% +$28.3K 0.44% 37
2018
Q3 		$726K Buy
27,054
+3,294
+14% +$86.2K 0.45% 35
2018
Q2 		$593K Sell
23,760
-1,470
-6% -$36K 0.41% 37
2018
Q1 		$597K Buy
25,230
+258
+1% +$6.29K 0.42% 37
2017
Q4 		$585K Buy
24,972
+12,204
+96% +$280K 0.4% 37
2017
Q3 		$282K Buy
12,768
+60
+0.5% +$1.3K 0.2% 59
2017
Q2 		$269K Buy
12,708
+36
+0.3% +$754 0.21% 55
2017
Q1 		$257K Buy
12,672
+2,004
+19% +$39.5K 0.21% 56
2016
Q4 		$198K Buy
10,668
+8,154
+324% +$151K 0.17% 64
2016
Q3 		$47K Buy
2,514
+12
+0.5% +$223 0.04% 118
2016
Q2 		$45K Buy
2,502
+6
+0.2% +$107 0.04% 116
2016
Q1 		$44K Buy
2,496
+6
+0.2% +$101 0.04% 110
2015
Q4 		$44K Buy
+2,490
New +$44.6K 0.04% 111

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jackson Grant Investment Advisers's VUG Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.04% in Q2 2026, buying an estimated $841 and bringing the position to 22,234 shares worth $1.92M. The position accounts for 0.59% of the portfolio, ranked #34.

Jackson Grant Investment Advisers first reported a position in VUG in Q4 2015 and has held it in 42 quarters since. 1,514 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Jackson Grant Investment Advisers held 22,234 shares of Vanguard Morningstar Growth ETF worth $1.92M as of Q2 2026.
  • Jackson Grant Investment Advisers bought 10 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $841.
  • Vanguard Morningstar Growth ETF made up 0.59% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #34 holding.
  • Jackson Grant Investment Advisers first reported a position in Vanguard Morningstar Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • 1,514 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.