Morton Capital Management’s Vanguard Morningstar 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Morton Capital Management reduced its Vanguard Morningstar 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. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Morton Capital Management held 4,866 shares of Vanguard Morningstar Growth ETF worth $419K as of Q2 2026.
Morton Capital Management sold 4,020 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $338K.
Vanguard Morningstar 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 Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
Morton Capital Management's Vanguard Morningstar Growth ETF position peaked at $725K in Q4 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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