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

MJP 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 		$4.28M Buy
49,741
+5,449
+12% +$458K 0.47% 35
2026
Q1 		$3.22M Sell
44,292
-1,446
-3% -$112K 0.39% 38
2025
Q4 		$3.72M Buy
45,738
+1,200
+3% +$97.4K 0.47% 29
2025
Q3 		$3.56M Buy
44,538
+108
+0.2% +$8.25K 0.47% 28
2025
Q2 		$3.25M Sell
44,430
-216
-0.5% -$14.2K 0.48% 27
2025
Q1 		$2.76M Buy
44,646
+2,922
+7% +$197K 0.5% 31
2024
Q4 		$2.85M Buy
41,724
+3,126
+8% +$210K 0.51% 30
2024
Q3 		$2.47M Sell
38,598
-2,526
-6% -$157K 0.47% 30
2024
Q2 		$2.56M Buy
41,124
+6
+0% +$350 0.53% 29
2024
Q1 		$2.36M Sell
41,118
-3,276
-7% -$180K 0.51% 27
2023
Q4 		$2.3M Sell
44,394
-3,288
-7% -$159K 0.61% 23
2023
Q3 		$2.16M Buy
47,682
+3,132
+7% +$148K 0.63% 22
2023
Q2 		$2.1M Sell
44,550
-126
-0.3% -$5.46K 0.69% 21
2023
Q1 		$1.86M Sell
44,676
-3,396
-7% -$132K 0.57% 18
2022
Q4 		$1.71M Buy
48,072
+12,372
+35% +$455K 0.5% 24
2022
Q3 		$1.27M Sell
35,700
-312
-0.9% -$12.5K 0.38% 27
2022
Q2 		$1.34M Sell
36,012
-6,786
-16% -$279K 0.38% 27
2022
Q1 		$2.05M Sell
42,798
-35,952
-46% -$1.7M 0.52% 28
2021
Q4 		$4.24M Buy
78,750
+2,772
+4% +$144K 1.26% 18
2021
Q3 		$3.67M Buy
75,978
+4,308
+6% +$214K 1.24% 17
2021
Q2 		$3.43M Sell
71,670
-16,710
-19% -$759K 1.15% 17
2021
Q1 		$3.79M Sell
88,380
-1,824
-2% -$78K 1.54% 16
2020
Q4 		$3.81M Buy
+90,204
New +$3.6M 1.6% 17

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

MJP Associates's VUG Position: Q2 2026 in Review

MJP Associates increased its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, buying an estimated $458K and bringing the position to 49,741 shares worth $4.28M. The position accounts for 0.47% of the portfolio, ranked #35.

MJP Associates first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • MJP Associates held 49,741 shares of Vanguard Morningstar Growth ETF worth $4.28M as of Q2 2026.
  • MJP Associates bought 5,449 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $458K.
  • Vanguard Morningstar Growth ETF made up 0.47% of MJP Associates's portfolio in Q2 2026, its #35 holding.
  • MJP Associates first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.