Janney Montgomery Scott
VUG icon

Janney Montgomery Scott’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Janney Montgomery Scott’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 		$80.8M Buy
937,700
+113,972
+14% +$9.59M 0.16% 139
2026
Q1 		$60M Sell
823,728
-123,240
-13% -$9.59M 0.15% 146
2025
Q4 		$77M Sell
946,968
-17,292
-2% -$1.4M 0.18% 118
2025
Q3 		$77.1M Buy
964,260
+14,118
+1% +$1.08M 0.18% 118
2025
Q2 		$69.4M Sell
950,142
-91,890
-9% -$6.05M 0.18% 116
2025
Q1 		$64.4M Sell
1,042,032
-16,992
-2% -$1.15M 0.18% 120
2024
Q4 		$72.4M Buy
1,059,024
+61,602
+6% +$4.14M 0.2% 100
2024
Q3 		$63.8M Sell
997,422
-15,732
-2% -$975K 0.18% 113
2024
Q2 		$63.2M Buy
1,013,154
+58,680
+6% +$3.42M 0.19% 101
2024
Q1 		$54.8M Buy
954,474
+63,444
+7% +$3.49M 0.16% 119
2023
Q4 		$46.2M Buy
891,030
+147,528
+20% +$7.12M 0.15% 137
2023
Q3 		$33.7M Buy
743,502
+20,196
+3% +$954K 0.13% 153
2023
Q2 		$34.1M Buy
723,306
+47,244
+7% +$2.05M 0.12% 163
2023
Q1 		$28.1M Buy
676,062
+8,898
+1% +$346K 0.11% 176
2022
Q4 		$23.7M Buy
667,164
+26,322
+4% +$968K 0.09% 215
2022
Q3 		$22.9M Buy
640,842
+19,362
+3% +$778K 0.1% 201
2022
Q2 		$23.3M Sell
621,480
-76,590
-11% -$3.15M 0.11% 198
2022
Q1 		$33.5M Buy
698,070
+80,736
+13% +$3.82M 0.14% 145
2021
Q4 		$33M Buy
617,334
+19,812
+3% +$1.03M 0.13% 168
2021
Q3 		$28.9M Buy
597,522
+41,268
+7% +$2.05M 0.12% 167
2021
Q2 		$26.6M Buy
556,254
+10,224
+2% +$464K 0.12% 175
2021
Q1 		$23.4M Sell
546,030
-7,710
-1% -$330K 0.11% 176
2020
Q4 		$23.4M Buy
553,740
+10,452
+2% +$417K 0.11% 176
2020
Q3 		$20.6M Buy
543,288
+3,762
+0.7% +$139K 0.12% 177
2020
Q2 		$18.2M Buy
539,526
+33,198
+7% +$1.02M 0.11% 184
2020
Q1 		$13.2M Sell
506,328
-25,416
-5% -$761K 0.1% 212
2019
Q4 		$16.1M Buy
531,744
+36,948
+7% +$1.07M 0.11% 210
2019
Q3 		$13.7M Sell
494,796
-2,124
-0.4% -$58.9K 0.1% 227
2019
Q2 		$13.5M Buy
496,920
+46,344
+10% +$1.24M 0.1% 221
2019
Q1 		$11.7M Sell
450,576
-65,184
-13% -$1.61M 0.1% 238
2018
Q4 		$11.5M Buy
515,760
+62,724
+14% +$1.52M 0.11% 206
2018
Q3 		$12.2M Sell
453,036
-7,380
-2% -$193K 0.1% 217
2018
Q2 		$11.5M Sell
460,416
-1,476
-0.3% -$36.2K 0.11% 208
2018
Q1 		$10.9M Sell
461,892
-120,780
-21% -$2.94M 0.11% 214
2017
Q4 		$13.7M Buy
582,672
+46,230
+9% +$1.06M 0.14% 169
2017
Q3 		$11.9M Buy
536,442
+8,010
+2% +$174K 0.14% 176
2017
Q2 		$11.2M Buy
528,432
+26,016
+5% +$545K 0.14% 176
2017
Q1 		$10.2M Sell
502,416
-10,830
-2% -$214K 0.14% 179
2016
Q4 		$9.54M Buy
513,246
+11,718
+2% +$217K 0.14% 174
2016
Q3 		$9.39M Sell
501,528
-492,984
-50% -$9.17M 0.17% 145
2016
Q2 		$17.8M Buy
994,512
+513,204
+107% +$9.14M 0.36% 68
2016
Q1 		$8.54M Sell
481,308
-12,306
-2% -$206K 0.22% 111
2015
Q4 		$8.75M Buy
493,614
+15,054
+3% +$270K 0.23% 106
2015
Q3 		$8M Sell
478,560
-11,454
-2% -$203K 0.23% 105
2015
Q2 		$8.74M Buy
490,014
+11,496
+2% +$209K 0.18% 123
2015
Q1 		$8.34M Buy
478,518
+70,266
+17% +$1.25M 0.16% 164
2014
Q4 		$7.1M Sell
408,252
-8,766
-2% -$149K 0.14% 172
2014
Q3 		$6.93M Buy
417,018
+91,566
+28% +$1.52M 0.14% 165
2014
Q2 		$5.36M Sell
325,452
-98,604
-23% -$1.56M 0.12% 211
2014
Q1 		$6.61M Sell
424,056
-32,604
-7% -$506K 0.16% 147
2013
Q4 		$7.08M Buy
456,660
+11,100
+2% +$164K 0.19% 121
2013
Q3 		$6.28M Buy
+445,560
New +$6.14M 0.19% 122

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 22.96% 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

Janney Montgomery Scott's VUG Position: Q2 2026 in Review

Janney Montgomery Scott increased its Vanguard Morningstar Growth ETF (VUG) stake by 14% in Q2 2026, buying an estimated $9.59M and bringing the position to 937,700 shares worth $80.8M. The position accounts for 0.16% of the portfolio, ranked #139.

Janney Montgomery Scott first reported a position in VUG in Q3 2013 and has held it in 52 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Janney Montgomery Scott held 937,700 shares of Vanguard Morningstar Growth ETF worth $80.8M as of Q2 2026.
  • Janney Montgomery Scott bought 113,972 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $9.59M.
  • Vanguard Morningstar Growth ETF made up 0.16% of Janney Montgomery Scott's portfolio in Q2 2026, its #139 holding.
  • Janney Montgomery Scott first reported a position in Vanguard Morningstar Growth ETF in Q3 2013 and has held it in 52 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.