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

Princeton 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	$445K	Buy	5,169 +9	+0.2%	+$757	0.1%	91
2026 Q1	$376K	Sell	5,160 -66	-1%	-$5.13K	0.1%	95
2025 Q4	$425K	Buy	5,226 +252	+5%	+$20.5K	0.11%	84
2025 Q3	$398K	Buy	4,974 +36	+0.7%	+$2.75K	0.11%	83
2025 Q2	$361K	Buy	4,938 +1,506	+44%	+$99.2K	0.11%	80
2025 Q1	$212K	Buy	3,432 +42	+1%	+$2.83K	0.07%	109
2024 Q4	$232K	Buy	3,390 +96	+3%	+$6.45K	0.07%	104
2024 Q3	$211K	Buy	+3,294	New	+$204K	0.07%	102
2024 Q1	–	Sell	-4,890	Closed	-$253K	–	112
2023 Q4	$253K	Buy	+4,890	New	+$236K	0.1%	79
2018 Q4	–	Sell	-4,182	Closed	-$112K	–	271
2018 Q3	$112K	Buy	4,182 +390	+10%	+$10.2K	0.05%	130
2018 Q2	$95K	Hold	3,792	–	–	0.04%	136
2018 Q1	$90K	Buy	+3,792	New	+$92.4K	0.04%	136

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

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

Princeton Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.17% in Q2 2026, buying an estimated $757 and bringing the position to 5,169 shares worth $445K. The position accounts for 0.1% of the portfolio, ranked #91.

Princeton Capital Management first reported a position in VUG in Q1 2018 and has held it in 12 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Princeton Capital Management held 5,169 shares of Vanguard Morningstar Growth ETF worth $445K as of Q2 2026.
Princeton Capital Management bought 9 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $757.
Vanguard Morningstar Growth ETF made up 0.1% of Princeton Capital Management's portfolio in Q2 2026, its #91 holding.
Princeton Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2018 and has held it in 12 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Princeton Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.