Morton Capital Management’s Vanguard Growth ETF VUG Stock Holding History

Morton Capital Management’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	$419K	Sell	4,866 -4,020	-45%	-$338K	0.06%	93
2026 Q1	$647K	Sell	8,886 -36	-0.4%	-$2.8K	0.1%	62
2025 Q4	$725K	Buy	8,922 +36	+0.4%	+$2.92K	0.11%	56
2025 Q3	$710K	Sell	8,886 -42	-0.5%	-$3.21K	0.12%	54
2025 Q2	$652K	Sell	8,928 -54	-0.6%	-$3.56K	0.12%	59
2025 Q1	$555K	Sell	8,982 -120	-1%	-$8.09K	0.11%	65
2024 Q4	$623K	Hold	9,102	–	–	0.12%	61
2024 Q3	$582K	Hold	9,102	–	–	0.11%	61
2024 Q2	$567K	Hold	9,102	–	–	0.13%	57
2024 Q1	$522K	Sell	9,102 -1,290	-12%	-$70.9K	0.14%	61
2023 Q4	$538K	Buy	10,392 +798	+8%	+$38.5K	0.16%	56
2023 Q3	$435K	Hold	9,594	–	–	0.15%	58
2023 Q2	$452K	Sell	9,594 -84	-0.9%	-$3.64K	0.15%	60
2023 Q1	$402K	Buy	9,678 +246	+3%	+$9.57K	0.14%	62
2022 Q4	$335K	Sell	9,432 -558	-6%	-$20.5K	0.13%	64
2022 Q3	$356K	Sell	9,990 -1,026	-9%	-$41.2K	0.16%	57
2022 Q2	$409K	Sell	11,016 -84	-0.8%	-$3.45K	0.18%	54
2022 Q1	$532K	Hold	11,100	–	–	0.22%	45
2021 Q4	$594K	Buy	+11,100	New	+$578K	0.24%	44

Other funds holding VUG

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Morton Capital Management's VUG Position: Q2 2026 in Review

Morton Capital Management reduced its Vanguard Growth ETF (VUG) stake by 45% in Q2 2026, selling an estimated $338K and leaving 4,866 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #93.

Morton Capital Management first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $725K in Q4 2025. 952 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Morton Capital Management held 4,866 shares of Vanguard Growth ETF worth $419K as of Q2 2026.
Morton Capital Management sold 4,020 Vanguard Growth ETF shares in Q2 2026, an estimated $338K.
Vanguard Growth ETF made up 0.06% of Morton Capital Management's portfolio in Q2 2026, its #93 holding.
Morton Capital Management first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 19 quarters since.
Morton Capital Management's Vanguard Growth ETF position peaked at $725K in Q4 2025.
952 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.