Sky-Mountain Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sky-Mountain 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	$4.76M	Buy	55,307 +21,407	+63%	+$1.8M	3.41%	5
2026 Q1	$2.47M	Sell	33,900 -570	-2%	-$44.3K	1.77%	9
2025 Q4	$2.8M	Buy	34,470 +600	+2%	+$48.7K	1.86%	9
2025 Q3	$2.72M	Sell	33,870 -690	-2%	-$52.7K	1.9%	9
2025 Q2	$2.62M	Sell	34,560 -15,252	-31%	-$1M	1.74%	10
2025 Q1	$3.08M	Buy	+49,812	New	+$3.36M	2.61%	8

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

Sky-Mountain Capital Management's VUG Position: Q2 2026 in Review

Sky-Mountain Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 63% in Q2 2026, buying an estimated $1.8M and bringing the position to 55,307 shares worth $4.76M. The position accounts for 3.41% of the portfolio, ranked #5.

Sky-Mountain Capital Management first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. 2,876 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Sky-Mountain Capital Management held 55,307 shares of Vanguard Morningstar Growth ETF worth $4.76M as of Q2 2026.
Sky-Mountain Capital Management bought 21,407 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.8M.
Vanguard Morningstar Growth ETF made up 3.41% of Sky-Mountain Capital Management's portfolio in Q2 2026, its #5 holding.
Sky-Mountain Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
2,876 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Sky-Mountain Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.