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

Towneley 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 		$617K Sell
7,167
-3
-0% -$252 0.12% 25
2026
Q1 		$522K Buy
7,170
+12
+0.2% +$934 0.11% 26
2025
Q4 		$582K Sell
7,158
-84
-1% -$6.82K 0.12% 22
2025
Q3 		$579K Sell
7,242
-2,292
-24% -$175K 0.13% 22
2025
Q2 		$697K Sell
9,534
-2,868
-23% -$189K 0.16% 20
2025
Q1 		$766K Sell
12,402
-762
-6% -$51.4K 0.18% 22
2024
Q4 		$900K Sell
13,164
-5,172
-28% -$347K 0.21% 26
2024
Q3 		$1.17M Sell
18,336
-9,306
-34% -$577K 0.27% 22
2024
Q2 		$1.72M Sell
27,642
-367,428
-93% -$21.4M 0.4% 19
2024
Q1 		$22.7M Sell
395,070
-13,656
-3% -$751K 5.57% 6
2023
Q4 		$21.2M Buy
+408,726
New +$19.7M 5.43% 6

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

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

Towneley Capital Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.04% in Q2 2026, selling an estimated $252 and leaving 7,167 shares worth $617K. The position accounts for 0.12% of the portfolio, ranked #25.

Towneley Capital Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.7M in Q1 2024. 2,900 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Towneley Capital Management held 7,167 shares of Vanguard Morningstar Growth ETF worth $617K as of Q2 2026.
  • Towneley Capital Management sold 3 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $252.
  • Vanguard Morningstar Growth ETF made up 0.12% of Towneley Capital Management's portfolio in Q2 2026, its #25 holding.
  • Towneley Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Towneley Capital Management's Vanguard Morningstar Growth ETF position peaked at $22.7M in Q1 2024.
  • 2,900 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Towneley Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.