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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osbon Capital Management's VUG Position: Q1 2026 in Review

Osbon Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 175% in Q1 2026, buying an estimated $669K and bringing the position to 13,512 shares worth $984K. The position accounts for 0.8% of the portfolio, ranked #24.

Osbon Capital Management first reported a position in VUG in Q2 2019 and has held it in 3 quarters since. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Osbon Capital Management held 13,512 shares of Vanguard Morningstar Growth ETF worth $984K as of Q1 2026.
  • Osbon Capital Management bought 8,598 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $669K.
  • Vanguard Morningstar Growth ETF made up 0.8% of Osbon Capital Management's portfolio in Q1 2026, its #24 holding.
  • Osbon Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 3 quarters since.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.