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May Barnhard Investments’s Vanguard Morningstar Growth ETF VUG Stock Holding History

May Barnhard Investments’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 		$7.33M Buy
85,084
+6,268
+8% +$527K 2.97% 11
2026
Q1 		$5.74M Buy
78,816
+12,822
+19% +$997K 2.79% 11
2025
Q4 		$5.37M Buy
65,994
+1,800
+3% +$146K 2.54% 14
2025
Q3 		$5.13M Buy
64,194
+7,188
+13% +$549K 2.38% 18
2025
Q2 		$4.17M Sell
57,006
-3,852
-6% -$254K 1.95% 22
2025
Q1 		$3.76M Buy
60,858
+3,702
+6% +$250K 1.88% 23
2024
Q4 		$3.91M Buy
57,156
+1,794
+3% +$121K 1.86% 23
2024
Q3 		$3.54M Sell
55,362
-9,384
-14% -$582K 1.73% 24
2024
Q2 		$4.04M Sell
64,746
-438
-0.7% -$25.5K 2.08% 21
2024
Q1 		$3.74M Sell
65,184
-9,588
-13% -$527K 1.87% 21
2023
Q4 		$3.87M Buy
+74,772
New +$3.61M 1.99% 19

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

May Barnhard Investments's VUG Position: Q2 2026 in Review

May Barnhard Investments increased its Vanguard Morningstar Growth ETF (VUG) stake by 8% in Q2 2026, buying an estimated $527K and bringing the position to 85,084 shares worth $7.33M. The position accounts for 2.97% of the portfolio, ranked #11.

May Barnhard Investments first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • May Barnhard Investments held 85,084 shares of Vanguard Morningstar Growth ETF worth $7.33M as of Q2 2026.
  • May Barnhard Investments bought 6,268 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $527K.
  • Vanguard Morningstar Growth ETF made up 2.97% of May Barnhard Investments's portfolio in Q2 2026, its #11 holding.
  • May Barnhard Investments first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.