Shelton Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Shelton Capital Management’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	$2.48M	Sell	28,837 -137	-0.5%	-$11.5K	0.05%	197
2026 Q1	$2.02M	Buy	28,974 +10,476	+57%	+$815K	0.04%	215
2025 Q4	$1.5M	Sell	18,498 -300	-2%	-$24.3K	0.03%	244
2025 Q3	$1.5M	Sell	18,798 -1,500	-7%	-$115K	0.03%	240
2025 Q2	$1.48M	Buy	20,298 +7,098	+54%	+$467K	0.03%	246
2025 Q1	$816K	Hold	13,200	–	–	0.02%	282
2024 Q4	$903K	Hold	13,200	–	–	0.02%	278
2024 Q3	$845K	Hold	13,200	–	–	0.02%	288
2024 Q2	$823K	Hold	13,200	–	–	0.02%	286
2024 Q1	$757K	Sell	13,200 -1,800	-12%	-$99K	0.02%	295
2023 Q4	$777K	Hold	15,000	–	–	0.02%	285
2023 Q3	$681K	Buy	+15,000	New	+$708K	0.02%	287
2022 Q1	–	Sell	-3,360	Closed	-$180K	–	875
2021 Q4	$180K	Buy	+3,360	New	+$175K	0.01%	813

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

Shelton Capital Management's VUG Position: Q2 2026 in Review

Shelton Capital Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.47% in Q2 2026, selling an estimated $11.5K and leaving 28,837 shares worth $2.48M. The position accounts for 0.05% of the portfolio, ranked #197.

Shelton Capital Management first reported a position in VUG in Q4 2021 and has held it in 13 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Shelton Capital Management held 28,837 shares of Vanguard Morningstar Growth ETF worth $2.48M as of Q2 2026.
Shelton Capital Management sold 137 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $11.5K.
Vanguard Morningstar Growth ETF made up 0.05% of Shelton Capital Management's portfolio in Q2 2026, its #197 holding.
Shelton Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 13 quarters since.
2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.