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

Warburton 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 		$347K Buy
4,031
+569
+16% +$47.9K 0.14% 42
2026
Q1 		$265K Buy
3,462
+6
+0.2% +$467 0.13% 52
2025
Q4 		$280K Buy
3,456
+108
+3% +$8.77K 0.16% 43
2025
Q3 		$269K Buy
+3,348
New +$256K 0.16% 45

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Warburton Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 16% in Q2 2026, buying an estimated $47.9K and bringing the position to 4,031 shares worth $347K. The position accounts for 0.14% of the portfolio, ranked #42.

Warburton Capital Management first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. 1,814 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Warburton Capital Management held 4,031 shares of Vanguard Morningstar Growth ETF worth $347K as of Q2 2026.
  • Warburton Capital Management bought 569 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $47.9K.
  • Vanguard Morningstar Growth ETF made up 0.14% of Warburton Capital Management's portfolio in Q2 2026, its #42 holding.
  • Warburton Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,814 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.