May Hill Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

May Hill Capital’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 Q1	$2.21M	Buy	30,330 +6	+0%	+$467	0.55%	36
2025 Q4	$2.47M	Sell	30,324 -18	-0.1%	-$1.46K	0.66%	31
2025 Q3	$2.43M	Sell	30,342 -384	-1%	-$29.3K	0.71%	28
2025 Q2	$2.24M	Sell	30,726 -1,098	-3%	-$72.3K	0.74%	27
2025 Q1	$1.97M	Buy	31,824 +2,160	+7%	+$146K	0.74%	25
2024 Q4	$2.03M	Buy	+29,664	New	+$1.99M	0.79%	24

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

May Hill Capital's VUG Position: Q1 2026 in Review

May Hill Capital increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.02% in Q1 2026, buying an estimated $467 and bringing the position to 30,330 shares worth $2.21M. The position accounts for 0.55% of the portfolio, ranked #36.

May Hill Capital first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.47M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

May Hill Capital held 30,330 shares of Vanguard Morningstar Growth ETF worth $2.21M as of Q1 2026.
May Hill Capital bought 6 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $467.
Vanguard Morningstar Growth ETF made up 0.55% of May Hill Capital's portfolio in Q1 2026, its #36 holding.
May Hill Capital first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
May Hill Capital's Vanguard Morningstar Growth ETF position peaked at $2.47M in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on May Hill Capital's 13F filing for Q1 2026, filed 6 May 2026.