JVL Associates
VUG icon

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
Q3 		$754K Hold
8,367
– – 0.22% 39
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

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Mather Group
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

JVL Associates's VUG Position: Q3 2026 in Review

JVL Associates held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 8,367 shares worth $754K. The position accounts for 0.22% of the portfolio, ranked #39.

JVL Associates first reported a position in VUG in Q1 2024 and has held it in 11 quarters since. 1,918 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • JVL Associates held 8,367 shares of Vanguard Morningstar Growth ETF worth $754K as of Q3 2026.
  • JVL Associates left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.22% of JVL Associates's portfolio in Q3 2026, its #39 holding.
  • JVL Associates first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • 1,918 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on JVL Associates's 13F filing for Q3 2026, filed 9 Oct 2026.