Shayne & Jacobs LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Shayne & Jacobs LLC’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	$1.09M	Hold	12,600	–	–	0.32%	48
2026 Q1	$917K	Hold	12,600	–	–	0.28%	52
2025 Q4	$1.02M	Hold	12,600	–	–	0.31%	44
2025 Q3	$1.01M	Hold	12,600	–	–	0.31%	46
2025 Q2	$921K	Hold	12,600	–	–	0.3%	48
2025 Q1	$779K	Hold	12,600	–	–	0.19%	53
2024 Q4	$862K	Hold	12,600	–	–	0.23%	49
2024 Q3	$806K	Hold	12,600	–	–	0.2%	55
2024 Q2	$785K	Hold	12,600	–	–	0.22%	51
2024 Q1	$723K	Hold	12,600	–	–	0.2%	54
2023 Q4	$653K	Hold	12,600	–	–	0.2%	51
2023 Q3	$572K	Buy	+12,600	New	+$595K	0.19%	55

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Shayne & Jacobs LLC's VUG Position: Q2 2026 in Review

Shayne & Jacobs LLC held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 12,600 shares worth $1.09M. The position accounts for 0.32% of the portfolio, ranked #48.

Shayne & Jacobs LLC first reported a position in VUG in Q3 2023 and has held it in 12 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Shayne & Jacobs LLC held 12,600 shares of Vanguard Morningstar Growth ETF worth $1.09M as of Q2 2026.
Shayne & Jacobs LLC left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.32% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #48 holding.
Shayne & Jacobs LLC first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.