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 Q3	$1.14M	Hold	12,600	–	–	0.34%	46
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 $11.8B AUM 12.84% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Shayne & Jacobs LLC's VUG Position: Q3 2026 in Review

Shayne & Jacobs LLC held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 12,600 shares worth $1.14M. The position accounts for 0.34% of the portfolio, ranked #46.

Shayne & Jacobs LLC first reported a position in VUG in Q3 2023 and has held it in 13 quarters since. 1,454 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Shayne & Jacobs LLC held 12,600 shares of Vanguard Morningstar Growth ETF worth $1.14M as of Q3 2026.
Shayne & Jacobs LLC left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.34% of Shayne & Jacobs LLC's portfolio in Q3 2026, its #46 holding.
Shayne & Jacobs LLC first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 13 quarters since.
1,454 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q3 2026, filed 21 Oct 2026.