JFS Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

JFS Wealth Advisors’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	$11.9K	Hold	138	–	–	﹤0.01%	941
2026 Q1	$10K	Buy	+138	New	+$10.7K	﹤0.01%	949
2024 Q3	–	Sell	-42	Closed	-$2.62K	–	2022
2024 Q2	$2.62K	Buy	+42	New	+$2.45K	﹤0.01%	1330
2022 Q4	–	Sell	-300	Closed	-$11K	–	1999
2022 Q3	$11K	Hold	300	–	–	﹤0.01%	711
2022 Q2	$11K	Hold	300	–	–	﹤0.01%	747
2022 Q1	$14K	Sell	300 -9,198	-97%	-$435K	﹤0.01%	701
2021 Q4	$508K	Buy	+9,498	New	+$495K	0.05%	157
2021 Q1	–	Sell	-60	Closed	-$3K	–	629
2020 Q4	$3K	Sell	60 -468	-89%	-$18.7K	﹤0.01%	520
2020 Q3	$20K	Buy	+528	New	+$19.5K	﹤0.01%	313
2018 Q3	–	Sell	-1,374	Closed	-$34K	–	549
2018 Q2	$34K	Hold	1,374	–	–	0.01%	272
2018 Q1	$32K	Sell	1,374 -192	-12%	-$4.68K	0.01%	279
2017 Q4	$37K	Hold	1,566	–	–	0.01%	279
2017 Q3	$35K	Hold	1,566	–	–	0.01%	274
2017 Q2	$33K	Hold	1,566	–	–	0.01%	258
2017 Q1	$29K	Hold	1,566	–	–	0.01%	271
2016 Q4	$29K	Hold	1,566	–	–	0.01%	271
2016 Q3	$29K	Buy	1,566 +870	+125%	+$16.2K	0.01%	285
2016 Q2	$12K	Hold	696	–	–	﹤0.01%	377
2016 Q1	$12K	Hold	696	–	–	﹤0.01%	377
2015 Q4	$12K	Hold	696	–	–	﹤0.01%	381
2015 Q3	$12K	Buy	+696	New	+$12.3K	0.01%	323

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

JFS Wealth Advisors's VUG Position: Q2 2026 in Review

JFS Wealth Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 138 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

JFS Wealth Advisors first reported a position in VUG in Q3 2015 and has held it in 21 quarters since. The position peaked at $508K in Q4 2021. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

JFS Wealth Advisors held 138 shares of Vanguard Morningstar Growth ETF worth $11.9K as of Q2 2026.
JFS Wealth Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #941 holding.
JFS Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2015 and has held it in 21 quarters since.
JFS Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $508K in Q4 2021.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.