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Oarsman Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Oarsman Capital’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 		$460K Sell
5,335
-3,353
-39% -$282K 0.05% 150
2026
Q1 		$632K Buy
+8,688
New +$676K 0.08% 126
2025
Q1 		– Sell
-2,868
Closed -$196K – 844
2024
Q4 		$196K Buy
2,868
+1,158
+68% +$77.8K 0.03% 231
2024
Q3 		$109K Sell
1,710
-2,280
-57% -$141K 0.02% 325
2024
Q2 		$249K Buy
+3,990
New +$233K 0.05% 196

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

Oarsman Capital's VUG Position: Q2 2026 in Review

Oarsman Capital reduced its Vanguard Morningstar Growth ETF (VUG) stake by 39% in Q2 2026, selling an estimated $282K and leaving 5,335 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #150.

Oarsman Capital first reported a position in VUG in Q2 2024 and has held it in 5 quarters since. The position peaked at $632K in Q1 2026. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Oarsman Capital held 5,335 shares of Vanguard Morningstar Growth ETF worth $460K as of Q2 2026.
  • Oarsman Capital sold 3,353 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $282K.
  • Vanguard Morningstar Growth ETF made up 0.05% of Oarsman Capital's portfolio in Q2 2026, its #150 holding.
  • Oarsman Capital first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 5 quarters since.
  • Oarsman Capital's Vanguard Morningstar Growth ETF position peaked at $632K in Q1 2026.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.