Stillwater Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Stillwater Capital Advisors’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	$317K	Buy	3,682 +52	+1%	+$4.38K	0.03%	66
2026 Q1	$264K	Hold	3,630	–	–	0.03%	65
2025 Q4	$295K	Hold	3,630	–	–	0.03%	64
2025 Q3	$290K	Hold	3,630	–	–	0.03%	63
2025 Q2	$265K	Hold	3,630	–	–	0.03%	64
2025 Q1	$224K	Hold	3,630	–	–	0.03%	68
2024 Q4	$248K	Hold	3,630	–	–	0.03%	67
2024 Q3	$232K	Buy	+3,630	New	+$225K	0.03%	69
2022 Q3	–	Sell	-5,616	Closed	-$209K	–	80
2022 Q2	$209K	Hold	5,616	–	–	0.04%	76
2022 Q1	$269K	Hold	5,616	–	–	0.04%	67
2021 Q4	$300K	Hold	5,616	–	–	0.05%	65
2021 Q3	$272K	Hold	5,616	–	–	0.04%	67
2021 Q2	$268K	Buy	+5,616	New	+$255K	0.04%	71
2018 Q4	–	Sell	-9,090	Closed	-$244K	–	90
2018 Q3	$244K	Sell	9,090 -600	-6%	-$15.7K	0.05%	77
2018 Q2	$242K	Buy	9,690 +12	+0.1%	+$294	0.06%	66
2018 Q1	$229K	Buy	9,678 +18	+0.2%	+$439	0.06%	69
2017 Q4	$226K	Buy	9,660 +18	+0.2%	+$413	0.05%	69
2017 Q3	$213K	Buy	9,642 +18	+0.2%	+$391	0.06%	69
2017 Q2	$204K	Buy	+9,624	New	+$202K	0.05%	77
2016 Q1	–	Sell	-78,498	Closed	-$1.39M	–	81
2015 Q4	$1.39M	Buy	+78,498	New	+$1.41M	0.43%	40
2013 Q4	–	Sell	-17,700	Closed	-$250K	–	68
2013 Q3	$250K	Hold	17,700	–	–	0.15%	44
2013 Q2	$231K	Buy	+17,700	New	+$233K	0.14%	43

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

Stillwater Capital Advisors's VUG Position: Q2 2026 in Review

Stillwater Capital Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q2 2026, buying an estimated $4.38K and bringing the position to 3,682 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #66.

Stillwater Capital Advisors first reported a position in VUG in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.39M in Q4 2015. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Stillwater Capital Advisors held 3,682 shares of Vanguard Morningstar Growth ETF worth $317K as of Q2 2026.
Stillwater Capital Advisors bought 52 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.38K.
Vanguard Morningstar Growth ETF made up 0.03% of Stillwater Capital Advisors's portfolio in Q2 2026, its #66 holding.
Stillwater Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 22 quarters since.
Stillwater Capital Advisors's Vanguard Morningstar Growth ETF position peaked at $1.39M in Q4 2015.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Stillwater Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.