JT Stratford LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.92M | Buy |
45,534
+1,080
| +2% | +$90.9K | 0.43% | 56 |
|
|
2026
Q1 | $3.24M | Buy |
44,454
+954
| +2% | +$74.2K | 0.41% | 57 |
|
|
2025
Q4 | $3.54M | Buy |
43,500
+6,174
| +17% | +$501K | 0.45% | 45 |
|
|
2025
Q3 | $2.98M | Sell |
37,326
-330
| -0.9% | -$25.2K | 0.4% | 56 |
|
|
2025
Q2 | $2.75M | Buy |
37,656
+5,856
| +18% | +$386K | 0.42% | 46 |
|
|
2025
Q1 | $1.97M | Sell |
31,800
-6,504
| -17% | -$439K | 0.35% | 65 |
|
|
2024
Q4 | $2.62M | Buy |
38,304
+744
| +2% | +$50K | 0.43% | 42 |
|
|
2024
Q3 | $2.4M | Sell |
37,560
-228
| -0.6% | -$14.1K | 0.41% | 50 |
|
|
2024
Q2 | $2.36M | Buy |
37,788
+4,938
| +15% | +$288K | 0.44% | 49 |
|
|
2024
Q1 | $1.88M | Buy |
32,850
+930
| +3% | +$51.1K | 0.38% | 67 |
|
|
2023
Q4 | $1.65M | Sell |
31,920
-6,672
| -17% | -$322K | 0.38% | 67 |
|
|
2023
Q3 | $1.75M | Sell |
38,592
-18,114
| -32% | -$856K | 0.45% | 53 |
|
|
2023
Q2 | $2.67M | Sell |
56,706
-18,216
| -24% | -$790K | 0.72% | 29 |
|
|
2023
Q1 | $3.11M | Buy |
74,922
+4,398
| +6% | +$171K | 0.9% | 19 |
|
|
2022
Q4 | $2.5M | Buy |
70,524
+6,876
| +11% | +$253K | 0.8% | 24 |
|
|
2022
Q3 | $2.27M | Sell |
63,648
-1,404
| -2% | -$56.4K | 0.81% | 30 |
|
|
2022
Q2 | $2.42M | Buy |
65,052
+1,548
| +2% | +$63.6K | 0.77% | 32 |
|
|
2022
Q1 | $3.04M | Sell |
63,504
-5,292
| -8% | -$250K | 0.89% | 29 |
|
|
2021
Q4 | $3.68M | Sell |
68,796
-204
| -0.3% | -$10.6K | 1.01% | 26 |
|
|
2021
Q3 | $3.34M | Buy |
69,000
+4,122
| +6% | +$205K | 1.02% | 22 |
|
|
2021
Q2 | $3.1M | Buy |
64,878
+924
| +1% | +$42K | 0.99% | 23 |
|
|
2021
Q1 | $2.74M | Buy |
63,954
+4,560
| +8% | +$195K | 0.97% | 25 |
|
|
2020
Q4 | $2.51M | Sell |
59,394
-3,150
| -5% | -$126K | 0.94% | 26 |
|
|
2020
Q3 | $2.37M | Sell |
62,544
-4,566
| -7% | -$169K | 1.02% | 23 |
|
|
2020
Q2 | $2.26M | Buy |
+67,110
| New | +$2.06M | 1.16% | 23 |
|
|
2020
Q1 | – | Sell |
-13,530
| Closed | -$411K | – | 150 |
|
|
2019
Q4 | $411K | Buy |
+13,530
| New | +$391K | 0.19% | 98 |
|
|
2019
Q2 | – | Sell |
-25,140
| Closed | -$655K | – | 154 |
|
|
2019
Q1 | $655K | Sell |
25,140
-21,390
| -46% | -$528K | 0.38% | 67 |
|
|
2018
Q4 | $1.04M | Sell |
46,530
-7,938
| -15% | -$192K | 0.69% | 49 |
|
|
2018
Q3 | $1.46M | Buy |
+54,468
| New | +$1.43M | 0.84% | 41 |
|
Other funds holding VUG
EWA
JT Stratford LLC's VUG Position: Q2 2026 in Review
JT Stratford LLC increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.4% in Q2 2026, buying an estimated $90.9K and bringing the position to 45,534 shares worth $3.92M. The position accounts for 0.43% of the portfolio, ranked #56.
JT Stratford LLC first reported a position in VUG in Q3 2018 and has held it in 29 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- JT Stratford LLC held 45,534 shares of Vanguard Morningstar Growth ETF worth $3.92M as of Q2 2026.
- JT Stratford LLC bought 1,080 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $90.9K.
- Vanguard Morningstar Growth ETF made up 0.43% of JT Stratford LLC's portfolio in Q2 2026, its #56 holding.
- JT Stratford LLC first reported a position in Vanguard Morningstar Growth ETF in Q3 2018 and has held it in 29 quarters since.
- 2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.