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

Taylor Hoffman 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	$2.15M	Buy	24,984 +1,440	+6%	+$121K	0.52%	42
2026 Q1	$1.71M	Sell	23,544 -1,710	-7%	-$133K	0.53%	45
2025 Q4	$2.05M	Sell	25,254 -552	-2%	-$44.8K	0.62%	41
2025 Q3	$2.06M	Sell	25,806 -498	-2%	-$38.1K	0.65%	39
2025 Q2	$1.92M	Sell	26,304 -894	-3%	-$58.9K	0.66%	40
2025 Q1	$1.7M	Sell	27,198 -1,164	-4%	-$78.5K	0.63%	40
2024 Q4	$1.94M	Sell	28,362 -762	-3%	-$51.2K	0.7%	39
2024 Q3	$1.86M	Buy	+29,124	New	+$1.81M	0.71%	38

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

Taylor Hoffman Capital Management's VUG Position: Q2 2026 in Review

Taylor Hoffman Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.1% in Q2 2026, buying an estimated $121K and bringing the position to 24,984 shares worth $2.15M. The position accounts for 0.52% of the portfolio, ranked #42.

Taylor Hoffman Capital Management first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Taylor Hoffman Capital Management held 24,984 shares of Vanguard Morningstar Growth ETF worth $2.15M as of Q2 2026.
Taylor Hoffman Capital Management bought 1,440 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $121K.
Vanguard Morningstar Growth ETF made up 0.52% of Taylor Hoffman Capital Management's portfolio in Q2 2026, its #42 holding.
Taylor Hoffman Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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