JDM Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

JDM Financial Group’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	$310K	Hold	3,600	–	–	0.11%	53
2026 Q1	$262K	Hold	3,600	–	–	0.1%	56
2025 Q4	$293K	Sell	3,600 -864	-19%	-$70.1K	0.11%	54
2025 Q3	$357K	Hold	4,464	–	–	0.15%	46
2025 Q2	$326K	Hold	4,464	–	–	0.15%	46
2025 Q1	$276K	Hold	4,464	–	–	0.14%	46
2024 Q4	$305K	Hold	4,464	–	–	0.16%	41
2024 Q3	$286K	Hold	4,464	–	–	0.16%	43
2024 Q2	$278K	Hold	4,464	–	–	0.19%	40
2024 Q1	$256K	Hold	4,464	–	–	0.19%	39
2023 Q4	$231K	Sell	4,464 -1,002	-18%	-$48.4K	0.19%	34
2023 Q3	$248K	Hold	5,466	–	–	0.23%	32
2023 Q2	$258K	Hold	5,466	–	–	0.22%	33
2023 Q1	$227K	Hold	5,466	–	–	0.21%	33
2022 Q4	$194K	Buy	+5,466	New	+$201K	0.19%	34

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

JDM Financial Group's VUG Position: Q2 2026 in Review

JDM Financial Group held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,600 shares worth $310K. The position accounts for 0.11% of the portfolio, ranked #53.

JDM Financial Group first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $357K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

JDM Financial Group held 3,600 shares of Vanguard Morningstar Growth ETF worth $310K as of Q2 2026.
JDM Financial Group left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.11% of JDM Financial Group's portfolio in Q2 2026, its #53 holding.
JDM Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Vanguard Morningstar Growth ETF position peaked at $357K in Q3 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.