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

Per Stirling 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	$802K	Buy	9,310 +472	+5%	+$39.7K	0.08%	169
2026 Q1	$643K	Buy	8,838 +1,410	+19%	+$110K	0.07%	178
2025 Q4	$604K	Buy	7,428 +1,794	+32%	+$146K	0.07%	173
2025 Q3	$450K	Hold	5,634	–	–	0.05%	190
2025 Q2	$412K	Hold	5,634	–	–	0.05%	187
2025 Q1	$348K	Buy	5,634 +6	+0.1%	+$405	0.05%	202
2024 Q4	$385K	Hold	5,628	–	–	0.05%	195
2024 Q3	$360K	Buy	5,628 +6	+0.1%	+$372	0.05%	211
2024 Q2	$350K	Hold	5,622	–	–	0.06%	191
2024 Q1	$322K	Buy	+5,622	New	+$309K	0.05%	183
2023 Q1	–	Sell	-62,268	Closed	-$2.21M	–	216
2022 Q4	$2.21M	Buy	+62,268	New	+$2.29M	0.4%	50

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 22.9% 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

Per Stirling Capital Management's VUG Position: Q2 2026 in Review

Per Stirling Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.3% in Q2 2026, buying an estimated $39.7K and bringing the position to 9,310 shares worth $802K. The position accounts for 0.08% of the portfolio, ranked #169.

Per Stirling Capital Management first reported a position in VUG in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.21M in Q4 2022. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Per Stirling Capital Management held 9,310 shares of Vanguard Morningstar Growth ETF worth $802K as of Q2 2026.
Per Stirling Capital Management bought 472 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $39.7K.
Vanguard Morningstar Growth ETF made up 0.08% of Per Stirling Capital Management's portfolio in Q2 2026, its #169 holding.
Per Stirling Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 11 quarters since.
Per Stirling Capital Management's Vanguard Morningstar Growth ETF position peaked at $2.21M in Q4 2022.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.