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Jim Saulnier & Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Jim Saulnier & Associates’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 		$3.24M Buy
37,625
+32,741
+670% +$2.75M 1.3% 13
2026
Q1 		$356K Buy
4,884
+1,926
+65% +$150K 0.17% 96
2025
Q4 		$240K Buy
+2,958
New +$240K 0.12% 128

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Jim Saulnier & Associates's VUG Position: Q2 2026 in Review

Jim Saulnier & Associates increased its Vanguard Morningstar Growth ETF (VUG) stake by 670% in Q2 2026, buying an estimated $2.75M and bringing the position to 37,625 shares worth $3.24M. The position accounts for 1.3% of the portfolio, ranked #13.

Jim Saulnier & Associates first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Jim Saulnier & Associates held 37,625 shares of Vanguard Morningstar Growth ETF worth $3.24M as of Q2 2026.
  • Jim Saulnier & Associates bought 32,741 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.75M.
  • Vanguard Morningstar Growth ETF made up 1.3% of Jim Saulnier & Associates's portfolio in Q2 2026, its #13 holding.
  • Jim Saulnier & Associates first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.