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Shearwater Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Shearwater 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 		– Sell
-2,862
Closed -$208K – 73
2026
Q1 		$208K Buy
+2,862
New +$223K 0.11% 69

Other funds holding VUG

MG
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
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
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

Shearwater Capital's VUG Position: Q2 2026 in Review

Shearwater Capital sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 2,862 shares — an estimated $208K sold.

Shearwater Capital first reported a position in VUG in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Shearwater Capital reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Shearwater Capital sold 2,862 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $208K.
  • Shearwater Capital first reported a position in Vanguard Morningstar Growth ETF in Q1 2026 and held it in 1 quarter.
  • Shearwater Capital's Vanguard Morningstar Growth ETF position peaked at $208K in Q1 2026.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.