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

Osbon 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	$424K	Sell	4,927 -8,585	-64%	-$722K	0.33%	43
2026 Q1	$984K	Buy	13,512 +8,598	+175%	+$669K	0.8%	24
2025 Q4	$400K	Buy	+4,914	New	+$399K	0.37%	41
2019 Q2	$224K	Buy	+8,214	New	+$219K	0.24%	46

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

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

Osbon Capital Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 64% in Q2 2026, selling an estimated $722K and leaving 4,927 shares worth $424K. The position accounts for 0.33% of the portfolio, ranked #43.

Osbon Capital Management first reported a position in VUG in Q2 2019 and has held it in 4 quarters since. The position peaked at $984K in Q1 2026. 2,895 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Osbon Capital Management held 4,927 shares of Vanguard Morningstar Growth ETF worth $424K as of Q2 2026.
Osbon Capital Management sold 8,585 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $722K.
Vanguard Morningstar Growth ETF made up 0.33% of Osbon Capital Management's portfolio in Q2 2026, its #43 holding.
Osbon Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 4 quarters since.
Osbon Capital Management's Vanguard Morningstar Growth ETF position peaked at $984K in Q1 2026.
2,895 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.