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MSH Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

MSH Capital Advisors’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 		$8.64M Buy
100,333
+12,949
+15% +$1.09M 1.5% 11
2026
Q1 		$6.36M Buy
87,384
+15,912
+22% +$1.24M 1.35% 13
2025
Q4 		$5.81M Sell
71,472
-636
-0.9% -$51.6K 1.24% 13
2025
Q3 		$5.76M Sell
72,108
-210
-0.3% -$16K 1.54% 13
2025
Q2 		$5.28M Sell
72,318
-2,508
-3% -$165K 1.52% 13
2025
Q1 		$4.62M Sell
74,826
-246
-0.3% -$16.6K 1.43% 16
2024
Q4 		$5.14M Sell
75,072
-12,750
-15% -$857K 1.62% 13
2024
Q3 		$5.62M Sell
87,822
-9,168
-9% -$568K 1.72% 12
2024
Q2 		$6.05M Buy
96,990
+570
+0.6% +$33.2K 2.02% 8
2024
Q1 		$5.53M Sell
96,420
-9,528
-9% -$524K 1.94% 9
2023
Q4 		$5.49M Sell
105,948
-7,230
-6% -$349K 2.05% 6
2023
Q3 		$5.14M Sell
113,178
-6,594
-6% -$311K 2.01% 7
2023
Q2 		$5.65M Sell
119,772
-2,064
-2% -$89.5K 2.07% 6
2023
Q1 		$5.07M Sell
121,836
-1,872
-2% -$72.8K 2.16% 7
2022
Q4 		$4.39M Sell
123,708
-13,692
-10% -$504K 1.99% 9
2022
Q3 		$4.9M Buy
137,400
+2,100
+2% +$84.4K 2.41% 5
2022
Q2 		$5.03M Buy
135,300
+13,398
+11% +$550K 2.34% 5
2022
Q1 		$5.84M Buy
121,902
+11,610
+11% +$549K 2.41% 4
2021
Q4 		$5.9M Buy
+110,292
New +$5.75M 2.64% 4

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

MSH Capital Advisors's VUG Position: Q2 2026 in Review

MSH Capital Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 15% in Q2 2026, buying an estimated $1.09M and bringing the position to 100,333 shares worth $8.64M. The position accounts for 1.5% of the portfolio, ranked #11.

MSH Capital Advisors first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • MSH Capital Advisors held 100,333 shares of Vanguard Morningstar Growth ETF worth $8.64M as of Q2 2026.
  • MSH Capital Advisors bought 12,949 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.09M.
  • Vanguard Morningstar Growth ETF made up 1.5% of MSH Capital Advisors's portfolio in Q2 2026, its #11 holding.
  • MSH Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.