JC
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JB Capital’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JB Capital's VUG Position: Q1 2026 in Review

JB Capital increased its Vanguard Growth ETF (VUG) stake by 1.5% in Q1 2026, buying an estimated $10.7K and bringing the position to 9,528 shares worth $694K. The position accounts for 0.03% of the portfolio, ranked #159.

JB Capital first reported a position in VUG in Q3 2021 and has held it in 17 quarters since. The position peaked at $764K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • JB Capital held 9,528 shares of Vanguard Growth ETF worth $694K as of Q1 2026.
  • JB Capital bought 138 Vanguard Growth ETF shares in Q1 2026, an estimated $10.7K.
  • Vanguard Growth ETF made up 0.03% of JB Capital's portfolio in Q1 2026, its #159 holding.
  • JB Capital first reported a position in Vanguard Growth ETF in Q3 2021 and has held it in 17 quarters since.
  • JB Capital's Vanguard Growth ETF position peaked at $764K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.