Jackson Thornton Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Jackson Thornton Wealth Management’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	$354K	Sell	4,104 -168	-4%	-$14.1K	0.03%	233
2026 Q1	$328K	Hold	4,272	–	–	0.03%	164
2025 Q4	$349K	Hold	4,272	–	–	0.03%	166
2025 Q3	$347K	Buy	4,272 +72	+2%	+$5.5K	0.04%	153
2025 Q2	$307K	Sell	4,200 -876	-17%	-$57.7K	0.04%	81
2025 Q1	$298K	Buy	5,076 +1,044	+26%	+$70.4K	0.04%	68
2024 Q4	$276K	Sell	4,032 -4,482	-53%	-$301K	0.03%	68
2024 Q3	$545K	Buy	+8,514	New	+$528K	0.07%	41

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

Jackson Thornton Wealth Management's VUG Position: Q2 2026 in Review

Jackson Thornton Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.9% in Q2 2026, selling an estimated $14.1K and leaving 4,104 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #233.

Jackson Thornton Wealth Management first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $545K in Q3 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Jackson Thornton Wealth Management held 4,104 shares of Vanguard Morningstar Growth ETF worth $354K as of Q2 2026.
Jackson Thornton Wealth Management sold 168 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $14.1K.
Vanguard Morningstar Growth ETF made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #233 holding.
Jackson Thornton Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
Jackson Thornton Wealth Management's Vanguard Morningstar Growth ETF position peaked at $545K in Q3 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.