JB Capital
VUG icon

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
Q3 		$1.05M Buy
11,659
+1,132
+11% +$99.1K 0.04% 139
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital's VUG Position: Q3 2026 in Review

JB Capital increased its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q3 2026, buying an estimated $99.1K and bringing the position to 11,659 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #139.

JB Capital first reported a position in VUG in Q3 2021 and has held it in 19 quarters since. 1,252 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • JB Capital held 11,659 shares of Vanguard Morningstar Growth ETF worth $1.05M as of Q3 2026.
  • JB Capital bought 1,132 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $99.1K.
  • Vanguard Morningstar Growth ETF made up 0.04% of JB Capital's portfolio in Q3 2026, its #139 holding.
  • JB Capital first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.