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

Jackson 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 		– Sell
-19,044
Closed -$1.39M – 117
2026
Q1 		$1.39M Sell
19,044
-636
-3% -$49.5K 0.14% 79
2025
Q4 		$1.6M Sell
19,680
-822
-4% -$66.7K 0.16% 78
2025
Q3 		$1.64M Buy
20,502
+162
+0.8% +$12.4K 0.16% 76
2025
Q2 		$1.49M Sell
20,340
-93,486
-82% -$6.15M 0.16% 78
2025
Q1 		$7.04M Sell
113,826
-55,938
-33% -$3.77M 0.85% 31
2024
Q4 		$11.6M Buy
169,764
+38,376
+29% +$2.58M 1.32% 17
2024
Q3 		$8.41M Sell
131,388
-6,720
-5% -$417K 1% 23
2024
Q2 		$8.61M Sell
138,108
-2,388
-2% -$139K 1.85% 10
2024
Q1 		$8.06M Sell
140,496
-35,166
-20% -$1.93M 1.01% 20
2023
Q4 		$9.1M Buy
+175,662
New +$8.48M 1.2% 18
2023
Q3 		– Sell
-13,368
Closed -$630K – 159
2023
Q2 		$630K Sell
13,368
-5,328
-28% -$231K 0.09% 87
2023
Q1 		$777K Buy
+18,696
New +$727K 0.58% 58
2022
Q4 		– Sell
-13,368
Closed -$477K – 114
2022
Q3 		$477K Buy
+13,368
New +$537K 0.09% 83
2022
Q1 		– Sell
-58,488
Closed -$3.13M – 132
2021
Q4 		$3.13M Buy
+58,488
New +$3.05M 0.4% 72
2021
Q3 		– Sell
-60,750
Closed -$2.9M – 124
2021
Q2 		$2.9M Buy
60,750
+17,880
+42% +$812K 0.37% 70
2021
Q1 		$1.84M Sell
42,870
-58,920
-58% -$2.52M 0.28% 85
2020
Q4 		$4.3M Sell
101,790
-8,958
-8% -$358K 0.59% 47
2020
Q3 		$4.2M Buy
+110,748
New +$4.09M 0.63% 42
2020
Q1 		– Sell
-11,322
Closed -$360K – 170
2019
Q4 		$360K Buy
+11,322
New +$327K 0.06% 139
2016
Q1 		– Sell
-462,882
Closed -$7.78M – 71
2015
Q4 		$7.78M Buy
462,882
+66,192
+17% +$1.19M 3.08% 6
2015
Q3 		$6.63M Sell
396,690
-26,214
-6% -$465K 2.38% 6
2015
Q2 		$7.51M Buy
422,904
+37,626
+10% +$684K 2.54% 6
2015
Q1 		$6.72M Buy
+385,278
New +$6.83M 2.16% 8

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Jackson Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 19,044 shares — an estimated $1.39M sold.

Jackson Wealth Management first reported a position in VUG in Q1 2015 and held it in 23 quarters. The position peaked at $11.6M in Q4 2024. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Jackson Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Jackson Wealth Management sold 19,044 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.39M.
  • Jackson Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2015 and held it in 23 quarters.
  • Jackson Wealth Management's Vanguard Morningstar Growth ETF position peaked at $11.6M in Q4 2024.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.