JPL Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

JPL 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	$373K	Buy	4,326 +372	+9%	+$31.3K	0.07%	107
2026 Q1	$288K	Sell	3,954 -6	-0.2%	-$467	0.07%	107
2025 Q4	$322K	Sell	3,960 -948	-19%	-$76.9K	0.08%	102
2025 Q3	$392K	Sell	4,908 -216	-4%	-$16.5K	0.09%	101
2025 Q2	$374K	Sell	5,124 -678	-12%	-$44.6K	0.1%	96
2025 Q1	$359K	Sell	5,802 -408	-7%	-$27.5K	0.1%	97
2024 Q4	$425K	Buy	+6,210	New	+$417K	0.12%	100
2024 Q2	$255K	Sell	4,092 -594	-13%	-$34.6K	0.12%	91
2024 Q1	$269K	Sell	4,686 -318	-6%	-$17.5K	0.15%	96
2023 Q4	$259K	Buy	+5,004	New	+$242K	0.19%	94

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

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

JPL Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 9.4% in Q2 2026, buying an estimated $31.3K and bringing the position to 4,326 shares worth $373K. The position accounts for 0.07% of the portfolio, ranked #107.

JPL Wealth Management first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $425K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

JPL Wealth Management held 4,326 shares of Vanguard Morningstar Growth ETF worth $373K as of Q2 2026.
JPL Wealth Management bought 372 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $31.3K.
Vanguard Morningstar Growth ETF made up 0.07% of JPL Wealth Management's portfolio in Q2 2026, its #107 holding.
JPL Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's Vanguard Morningstar Growth ETF position peaked at $425K in Q4 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.