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Scott Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Scott Capital Advisors’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 		$43.1M Sell
500,282
-5,956
-1% -$501K 6.75% 4
2026
Q1 		$38.9M Buy
506,238
+7,884
+2% +$613K 7.89% 4
2025
Q4 		$40.5M Sell
498,354
-5,754
-1% -$467K 8.98% 4
2025
Q3 		$40.9M Sell
504,108
-21,078
-4% -$1.61M 9.26% 4
2025
Q2 		$38.7M Sell
525,186
-4,746
-0.9% -$312K 10.49% 3
2025
Q1 		$32.8M Sell
529,932
-21,018
-4% -$1.42M 9.77% 3
2024
Q4 		$37.2M Sell
550,950
-40,212
-7% -$2.7M 10.7% 3
2024
Q3 		$37.8M Sell
591,162
-2,784
-0.5% -$173K 10.73% 3
2024
Q2 		$38.4M Sell
593,946
-14,496
-2% -$845K 11.36% 3
2024
Q1 		$34.8M Buy
608,442
+24,516
+4% +$1.35M 10.58% 3
2023
Q4 		$30.3M Sell
583,926
-1,452
-0.2% -$70.1K 10.15% 3
2023
Q3 		$27.5M Buy
585,378
+49,836
+9% +$2.35M 10.94% 3
2023
Q2 		$25.3M Buy
535,542
+26,394
+5% +$1.14M 10.87% 3
2023
Q1 		$21.2M Buy
509,148
+26,418
+5% +$1.03M 10.2% 4
2022
Q4 		$17.1M Buy
482,730
+37,380
+8% +$1.38M 9.71% 4
2022
Q3 		$15.9M Buy
445,350
+30,306
+7% +$1.22M 10.84% 4
2022
Q2 		$15.4M Buy
415,044
+179,850
+76% +$7.39M 10.43% 4
2022
Q1 		$11.3M Buy
235,194
+144,642
+160% +$6.84M 6.63% 6
2021
Q4 		$4.84M Buy
+90,552
New +$4.72M 2.95% 8

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

Scott Capital Advisors's VUG Position: Q2 2026 in Review

Scott Capital Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.2% in Q2 2026, selling an estimated $501K and leaving 500,282 shares worth $43.1M. The position accounts for 6.75% of the portfolio, ranked #4.

Scott Capital Advisors first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Scott Capital Advisors held 500,282 shares of Vanguard Morningstar Growth ETF worth $43.1M as of Q2 2026.
  • Scott Capital Advisors sold 5,956 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $501K.
  • Vanguard Morningstar Growth ETF made up 6.75% of Scott Capital Advisors's portfolio in Q2 2026, its #4 holding.
  • Scott Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.