JC
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JB Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

JB Capital’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 		$907K Buy
10,527
+999
+10% +$84.1K 0.03% 149
2026
Q1 		$694K Buy
9,528
+138
+1% +$10.7K 0.03% 159
2025
Q4 		$764K Buy
9,390
+1,494
+19% +$121K 0.03% 156
2025
Q3 		$631K Sell
7,896
-306
-4% -$23.4K 0.03% 160
2025
Q2 		$600K Sell
8,202
-216
-3% -$14.2K 0.03% 153
2025
Q1 		$521K Sell
8,418
-162
-2% -$10.9K 0.03% 150
2024
Q4 		$587K Buy
8,580
+354
+4% +$23.8K 0.03% 141
2024
Q3 		$527K Buy
8,226
+1,638
+25% +$102K 0.03% 149
2024
Q2 		$411K Sell
6,588
-768
-10% -$44.8K 0.03% 158
2024
Q1 		$422K Buy
7,356
+60
+0.8% +$3.3K 0.03% 151
2023
Q4 		$379K Buy
7,296
+1,122
+18% +$54.2K 0.03% 152
2023
Q3 		$280K Buy
6,174
+174
+3% +$8.22K 0.02% 153
2023
Q2 		$283K Buy
6,000
+1,008
+20% +$43.7K 0.02% 142
2023
Q1 		$208K Buy
+4,992
New +$194K 0.02% 157
2022
Q3 		– Sell
-6,060
Closed -$225K – 229
2022
Q2 		$225K Sell
6,060
-876
-13% -$36K 0.02% 216
2022
Q1 		$333K Sell
6,936
-456
-6% -$21.6K 0.03% 189
2021
Q4 		$396K Buy
7,392
+420
+6% +$21.9K 0.04% 184
2021
Q3 		$337K Buy
+6,972
New +$347K 0.04% 219

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

JB Capital's VUG Position: Q2 2026 in Review

JB Capital increased its Vanguard Morningstar Growth ETF (VUG) stake by 10% in Q2 2026, buying an estimated $84.1K and bringing the position to 10,527 shares worth $907K. The position accounts for 0.03% of the portfolio, ranked #149.

JB Capital first reported a position in VUG in Q3 2021 and has held it in 18 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • JB Capital held 10,527 shares of Vanguard Morningstar Growth ETF worth $907K as of Q2 2026.
  • JB Capital bought 999 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $84.1K.
  • Vanguard Morningstar Growth ETF made up 0.03% of JB Capital's portfolio in Q2 2026, its #149 holding.
  • JB Capital first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 18 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.