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Nelson Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Nelson 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 		$792K Hold
9,198
– – 0.09% 73
2026
Q1 		$670K Hold
9,198
– – 0.08% 73
2025
Q4 		$748K Hold
9,198
– – 0.09% 75
2025
Q3 		$735K Hold
9,198
– – 0.09% 76
2025
Q2 		$672K Hold
9,198
– – 0.09% 75
2025
Q1 		$568K Sell
9,198
-2,400
-21% -$162K 0.1% 78
2024
Q4 		$793K Buy
+11,598
New +$779K 0.13% 78

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Nelson Capital Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 9,198 shares worth $792K. The position accounts for 0.09% of the portfolio, ranked #73.

Nelson Capital Management first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $793K in Q4 2024. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Nelson Capital Management held 9,198 shares of Vanguard Morningstar Growth ETF worth $792K as of Q2 2026.
  • Nelson Capital Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.09% of Nelson Capital Management's portfolio in Q2 2026, its #73 holding.
  • Nelson Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Nelson Capital Management's Vanguard Morningstar Growth ETF position peaked at $793K in Q4 2024.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.