JWM
VUG icon

JGP Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

JGP Wealth Management’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 		$567K Sell
6,582
-294
-4% -$24.7K 0.05% 145
2026
Q1 		$501K Buy
6,876
+294
+4% +$22.9K 0.05% 146
2025
Q4 		$535K Buy
6,582
+210
+3% +$17K 0.06% 143
2025
Q3 		$513K Buy
6,372
+1,626
+34% +$124K 0.06% 141
2025
Q2 		$347K Buy
4,746
+600
+14% +$39.5K 0.04% 155
2025
Q1 		$256K Buy
4,146
+90
+2% +$6.07K 0.03% 167
2024
Q4 		$277K Buy
4,056
+288
+8% +$19.3K 0.04% 160
2024
Q3 		$241K Buy
+3,768
New +$234K 0.03% 165
2020
Q1 		– Sell
-6,924
Closed -$213K – 139
2019
Q4 		$213K Buy
+6,924
New +$200K 0.06% 127

Other funds holding VUG

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JGP Wealth Management's VUG Position: Q2 2026 in Review

JGP Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 4.3% in Q2 2026, selling an estimated $24.7K and leaving 6,582 shares worth $567K. The position accounts for 0.05% of the portfolio, ranked #145.

JGP Wealth Management first reported a position in VUG in Q4 2019 and has held it in 9 quarters since. 1,328 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • JGP Wealth Management held 6,582 shares of Vanguard Growth ETF worth $567K as of Q2 2026.
  • JGP Wealth Management sold 294 Vanguard Growth ETF shares in Q2 2026, an estimated $24.7K.
  • Vanguard Growth ETF made up 0.05% of JGP Wealth Management's portfolio in Q2 2026, its #145 holding.
  • JGP Wealth Management first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 9 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.