Jackson Hole Capital Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Jackson Hole Capital Partners’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 Q1	$2.56M	Hold	35,190	–	–	0.42%	69
2025 Q4	$2.86M	Hold	35,190	–	–	0.49%	64
2025 Q3	$2.81M	Hold	35,190	–	–	0.48%	68
2025 Q2	$2.57M	Hold	35,190	–	–	0.47%	66
2025 Q1	$2.17M	Hold	35,190	–	–	0.43%	70
2024 Q4	$2.41M	Hold	35,190	–	–	0.49%	61
2024 Q3	$2.25M	Sell	35,190 -702	-2%	-$43.5K	0.47%	63
2024 Q2	$2.24M	Hold	35,892	–	–	0.49%	62
2024 Q1	$2.06M	Hold	35,892	–	–	0.46%	68
2023 Q4	$1.86M	Sell	35,892 -4,770	-12%	-$230K	0.47%	58
2023 Q3	$1.85M	Hold	40,662	–	–	0.54%	51
2023 Q2	$1.92M	Sell	40,662 -3,492	-8%	-$151K	0.52%	55
2023 Q1	$1.84M	Hold	44,154	–	–	0.48%	58
2022 Q4	$1.57M	Sell	44,154 -312	-0.7%	-$11.5K	0.47%	61
2022 Q3	$1.59M	Hold	44,466	–	–	0.49%	59
2022 Q2	$1.65M	Hold	44,466	–	–	0.52%	57
2022 Q1	$2.13M	Buy	44,466 +312	+0.7%	+$14.8K	0.61%	51
2021 Q4	$2.36M	Hold	44,154	–	–	0.74%	42
2021 Q3	$2.13M	Hold	44,154	–	–	0.69%	49
2021 Q2	$2.11M	Sell	44,154 -33,234	-43%	-$1.51M	0.73%	46
2021 Q1	$3.31M	Hold	77,388	–	–	1.36%	18
2020 Q4	$3.27M	Hold	77,388	–	–	1.49%	17
2020 Q3	$2.94M	Hold	77,388	–	–	1.54%	15
2020 Q2	$2.61M	Hold	77,388	–	–	1.59%	14
2020 Q1	$2.02M	Hold	77,388	–	–	1.51%	17
2019 Q4	$2.35M	Hold	77,388	–	–	1.29%	20
2019 Q3	$2.15M	Hold	77,388	–	–	1.21%	20
2019 Q2	$2.11M	Buy	+77,388	New	+$2.07M	1.31%	15

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jackson Hole Capital Partners's VUG Position: Q1 2026 in Review

Jackson Hole Capital Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q1 2026 at 35,190 shares worth $2.56M. The position accounts for 0.42% of the portfolio, ranked #69.

Jackson Hole Capital Partners first reported a position in VUG in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.31M in Q1 2021. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Jackson Hole Capital Partners held 35,190 shares of Vanguard Morningstar Growth ETF worth $2.56M as of Q1 2026.
Jackson Hole Capital Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Growth ETF made up 0.42% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #69 holding.
Jackson Hole Capital Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 28 quarters since.
Jackson Hole Capital Partners's Vanguard Morningstar Growth ETF position peaked at $3.31M in Q1 2021.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.