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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 		$11.4K Buy
+4,902
New +$412K ﹤0.01% 749
2024
Q3 		– Sell
-13,200
Closed -$242K – 781
2024
Q2 		$242K Buy
13,200
+13,068
+9,900% +$762K 0.01% 588
2024
Q1 		$757K Buy
+132
New +$7.26K 0.02% 296

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
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.