Second Line Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Second Line Capital’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	$222K	Buy	+2,571	New	+$216K	0.04%	151
2026 Q1	–	Sell	-7,572	Closed	-$616K	–	195
2025 Q4	$616K	Buy	7,572 +996	+15%	+$80.8K	0.13%	65
2025 Q3	$525K	Buy	6,576 +6	+0.1%	+$458	0.11%	74
2025 Q2	$480K	Sell	6,570 -36	-0.5%	-$2.37K	0.11%	69
2025 Q1	$408K	Buy	6,606 +348	+6%	+$23.5K	0.11%	79
2024 Q4	$428K	Sell	6,258 -60	-0.9%	-$4.03K	0.12%	68
2024 Q3	$404K	Sell	6,318 -228	-3%	-$14.1K	0.11%	74
2024 Q2	$408K	Sell	6,546 -120	-2%	-$7K	0.12%	72
2024 Q1	$382K	Buy	+6,666	New	+$367K	0.12%	72

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

Second Line Capital's VUG Position: Q2 2026 in Review

Second Line Capital opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,571 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #151 among its holdings. This is a return to the name: Second Line Capital previously reported a position in VUG as recently as Q4 2025.

Second Line Capital first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. The position peaked at $616K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Second Line Capital held 2,571 shares of Vanguard Morningstar Growth ETF worth $222K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Second Line Capital position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.04% of Second Line Capital's portfolio in Q2 2026, its #151 holding.
Second Line Capital first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 9 quarters since.
Second Line Capital's Vanguard Morningstar Growth ETF position peaked at $616K in Q4 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Second Line Capital's 13F filing for Q2 2026, filed 12 Aug 2026.