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Jefferson Bridge Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Jefferson Bridge 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 		$5.89M Sell
68,338
-6,338
-8% -$533K 5.1% 2
2026
Q1 		$5.44M Buy
74,676
+1,500
+2% +$117K 5.4% 2
2025
Q4 		$5.95M Buy
+73,176
New +$5.94M 5.99% 2

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Jefferson Bridge Capital's VUG Position: Q2 2026 in Review

Jefferson Bridge Capital reduced its Vanguard Morningstar Growth ETF (VUG) stake by 8.5% in Q2 2026, selling an estimated $533K and leaving 68,338 shares worth $5.89M. The position accounts for 5.1% of the portfolio, ranked #2.

Jefferson Bridge Capital first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.95M in Q4 2025. 1,919 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Jefferson Bridge Capital held 68,338 shares of Vanguard Morningstar Growth ETF worth $5.89M as of Q2 2026.
  • Jefferson Bridge Capital sold 6,338 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $533K.
  • Vanguard Morningstar Growth ETF made up 5.1% of Jefferson Bridge Capital's portfolio in Q2 2026, its #2 holding.
  • Jefferson Bridge Capital first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Jefferson Bridge Capital's Vanguard Morningstar Growth ETF position peaked at $5.95M in Q4 2025.
  • 1,919 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Jefferson Bridge Capital's 13F filing for Q2 2026, filed 21 Jul 2026.