Shelton Capital Management’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Shelton Capital Management's VUG Position: Q1 2026 in Review

Shelton Capital Management increased its Vanguard Growth ETF (VUG) stake by 57% in Q1 2026, buying an estimated $815K and bringing the position to 28,974 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #215.

Shelton Capital Management first reported a position in VUG in Q4 2021 and has held it in 12 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Shelton Capital Management held 28,974 shares of Vanguard Growth ETF worth $2.02M as of Q1 2026.
Shelton Capital Management bought 10,476 Vanguard Growth ETF shares in Q1 2026, an estimated $815K.
Vanguard Growth ETF made up 0.04% of Shelton Capital Management's portfolio in Q1 2026, its #215 holding.
Shelton Capital Management first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 12 quarters since.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.