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JVL Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

JVL 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 		$721K Buy
8,367
+3
+0% +$252 0.2% 40
2026
Q1 		$609K Hold
8,364
– – 0.2% 39
2025
Q4 		$680K Hold
8,364
– – 0.22% 39
2025
Q3 		$669K Hold
8,364
– – 0.22% 37
2025
Q2 		$611K Buy
8,364
+1,830
+28% +$120K 0.22% 37
2025
Q1 		$404K Hold
6,534
– – 0.16% 42
2024
Q4 		$447K Hold
6,534
– – 0.17% 40
2024
Q3 		$418K Hold
6,534
– – 0.16% 40
2024
Q2 		$407K Hold
6,534
– – 0.16% 37
2024
Q1 		$375K Buy
+6,534
New +$359K 0.15% 41

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JVL Associates's VUG Position: Q2 2026 in Review

JVL Associates increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.04% in Q2 2026, buying an estimated $252 and bringing the position to 8,367 shares worth $721K. The position accounts for 0.2% of the portfolio, ranked #40.

JVL Associates first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 1,814 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • JVL Associates held 8,367 shares of Vanguard Morningstar Growth ETF worth $721K as of Q2 2026.
  • JVL Associates bought 3 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $252.
  • Vanguard Morningstar Growth ETF made up 0.2% of JVL Associates's portfolio in Q2 2026, its #40 holding.
  • JVL Associates first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,814 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.