Jordan Park Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Jordan Park 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	$3.14M	Buy	36,504 +504	+1%	+$42.4K	0.16%	37
2026 Q1	$2.62M	Hold	36,000	–	–	0.14%	41
2025 Q4	$2.93M	Hold	36,000	–	–	0.17%	34
2025 Q3	$2.88M	Hold	36,000	–	–	0.16%	34
2025 Q2	$2.63M	Hold	36,000	–	–	0.17%	33
2025 Q1	$2.22M	Hold	36,000	–	–	0.16%	33
2024 Q4	$2.46M	Hold	36,000	–	–	0.18%	35
2024 Q3	$2.3M	Hold	36,000	–	–	0.16%	36
2024 Q2	$2.24M	Hold	36,000	–	–	0.17%	28
2024 Q1	$2.07M	Hold	36,000	–	–	0.13%	31
2023 Q4	$1.87M	Buy	+36,000	New	+$1.74M	0.13%	31

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 22.9% 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

Jordan Park Group's VUG Position: Q2 2026 in Review

Jordan Park Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q2 2026, buying an estimated $42.4K and bringing the position to 36,504 shares worth $3.14M. The position accounts for 0.16% of the portfolio, ranked #37.

Jordan Park Group first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Jordan Park Group held 36,504 shares of Vanguard Morningstar Growth ETF worth $3.14M as of Q2 2026.
Jordan Park Group bought 504 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $42.4K.
Vanguard Morningstar Growth ETF made up 0.16% of Jordan Park Group's portfolio in Q2 2026, its #37 holding.
Jordan Park Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Jordan Park Group's 13F filing for Q2 2026, filed 11 Aug 2026.