Jamison Private Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Jamison Private 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	$346K	Buy	4,020 +24	+0.6%	+$2.02K	0.04%	188
2026 Q1	$291K	Hold	3,996	–	–	0.04%	184
2025 Q4	$325K	Hold	3,996	–	–	0.04%	179
2025 Q3	$319K	Buy	3,996 +6	+0.2%	+$458	0.04%	181
2025 Q2	$292K	Hold	3,990	–	–	0.04%	177
2025 Q1	$247K	Hold	3,990	–	–	0.04%	184
2024 Q4	$273K	Hold	3,990	–	–	0.04%	183
2024 Q3	$255K	Buy	3,990 +870	+28%	+$53.9K	0.04%	173
2024 Q2	$194K	Hold	3,120	–	–	0.03%	175
2024 Q1	$179K	Hold	3,120	–	–	0.03%	184
2023 Q4	$162K	Hold	3,120	–	–	0.03%	180
2023 Q3	$142K	Buy	+3,120	New	+$147K	0.03%	177

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

Jamison Private Wealth Management's VUG Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.6% in Q2 2026, buying an estimated $2.02K and bringing the position to 4,020 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #188.

Jamison Private Wealth Management first reported a position in VUG in Q3 2023 and has held it in 12 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Jamison Private Wealth Management held 4,020 shares of Vanguard Morningstar Growth ETF worth $346K as of Q2 2026.
Jamison Private Wealth Management bought 24 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.02K.
Vanguard Morningstar Growth ETF made up 0.04% of Jamison Private Wealth Management's portfolio in Q2 2026, its #188 holding.
Jamison Private Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.