Joseph Group Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Joseph Group Capital 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	–	Sell	-456	Closed	-$33.2K	–	417
2026 Q1	$33.2K	Buy	+456	New	+$35.5K	0.01%	132
2025 Q3	–	Sell	-702	Closed	-$51.3K	–	114
2025 Q2	$51.3K	Buy	+702	New	+$46.2K	0.02%	72
2023 Q1	–	Sell	-564	Closed	-$20K	–	98
2022 Q4	$20K	Buy	564 +480	+571%	+$17.7K	0.02%	79
2022 Q3	$3K	Hold	84	–	–	﹤0.01%	81
2022 Q2	$3K	Hold	84	–	–	﹤0.01%	71
2022 Q1	$4K	Buy	+84	New	+$3.97K	﹤0.01%	71

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

Joseph Group Capital Management's VUG Position: Q2 2026 in Review

Joseph Group Capital Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 456 shares — an estimated $33.2K sold.

Joseph Group Capital Management first reported a position in VUG in Q1 2022 and held it in 6 quarters. The position peaked at $51.3K in Q2 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Joseph Group Capital Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
Joseph Group Capital Management sold 456 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $33.2K.
Joseph Group Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and held it in 6 quarters.
Joseph Group Capital Management's Vanguard Morningstar Growth ETF position peaked at $51.3K in Q2 2025.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.