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

Tandem 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 		$2.16M Sell
25,098
-48
-0.2% -$4.04K 0.91% 38
2026
Q1 		$1.83M Sell
25,146
-78
-0.3% -$6.07K 0.92% 41
2025
Q4 		$2.05M Buy
25,224
+156
+0.6% +$12.7K 0.93% 35
2025
Q3 		$2M Sell
25,068
-390
-2% -$29.8K 0.93% 34
2025
Q2 		$1.86M Buy
25,458
+1,494
+6% +$98.4K 0.94% 36
2025
Q1 		$1.48M Buy
23,964
+612
+3% +$41.3K 0.83% 44
2024
Q4 		$1.6M Buy
23,352
+486
+2% +$32.6K 0.86% 40
2024
Q3 		$1.46M Sell
22,866
-630
-3% -$39K 0.77% 44
2024
Q2 		$1.52M Buy
23,496
+318
+1% +$18.5K 0.83% 37
2024
Q1 		$1.33M Buy
23,178
+1,788
+8% +$98.3K 0.75% 42
2023
Q4 		$1.11M Buy
21,390
+2,130
+11% +$103K 0.69% 48
2023
Q3 		$874K Buy
19,260
+738
+4% +$34.9K 0.6% 52
2023
Q2 		$873K Sell
18,522
-84
-0.5% -$3.64K 0.57% 52
2023
Q1 		$774K Buy
18,606
+180
+1% +$7K 0.54% 54
2022
Q4 		$654K Buy
18,426
+150
+0.8% +$5.52K 0.52% 53
2022
Q3 		$670K Sell
18,276
-240
-1% -$9.65K 0.57% 54
2022
Q2 		$688K Sell
18,516
-1,980
-10% -$81.3K 0.55% 51
2022
Q1 		$887K Buy
20,496
+486
+2% +$23K 0.61% 51
2021
Q4 		$1.07M Buy
20,010
+96
+0.5% +$5K 0.62% 47
2021
Q3 		$963K Buy
19,914
+606
+3% +$30.2K 0.61% 50
2021
Q2 		$923K Buy
19,308
+240
+1% +$10.9K 0.58% 51
2021
Q1 		$817K Buy
19,068
+1,320
+7% +$56.5K 0.57% 50
2020
Q4 		$749K Buy
17,748
+396
+2% +$15.8K 0.56% 50
2020
Q3 		$658K Buy
17,352
+1,236
+8% +$45.6K 0.58% 50
2020
Q2 		$543K Sell
16,116
-300
-2% -$9.23K 0.53% 52
2020
Q1 		$429K Sell
16,416
-30
-0.2% -$899 0.48% 55
2019
Q4 		$499K Buy
+16,446
New +$475K 0.43% 59

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 22.9% 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

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

Tandem Capital Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.19% in Q2 2026, selling an estimated $4.04K and leaving 25,098 shares worth $2.16M. The position accounts for 0.91% of the portfolio, ranked #38.

Tandem Capital Management first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Tandem Capital Management held 25,098 shares of Vanguard Morningstar Growth ETF worth $2.16M as of Q2 2026.
  • Tandem Capital Management sold 48 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.04K.
  • Vanguard Morningstar Growth ETF made up 0.91% of Tandem Capital Management's portfolio in Q2 2026, its #38 holding.
  • Tandem Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Tandem Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.