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Wilson & Boucher Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wilson & Boucher 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 		$3.83M Sell
44,494
-152
-0.3% -$12.8K 2.25% 10
2026
Q1 		$3.25M Sell
44,646
-24
-0.1% -$1.87K 2.16% 10
2025
Q4 		$3.63M Hold
44,670
– – 2.39% 9
2025
Q3 		$3.57M Sell
44,670
-1,530
-3% -$117K 2.35% 9
2025
Q2 		$3.38M Hold
46,200
– – 2.35% 10
2025
Q1 		$2.86M Sell
46,200
-144
-0.3% -$9.71K 2.13% 11
2024
Q4 		$3.17M Hold
46,344
– – 2.25% 10
2024
Q3 		$2.97M Sell
46,344
-378
-0.8% -$23.4K 2.04% 11
2024
Q2 		$2.91M Sell
46,722
-60
-0.1% -$3.5K 2.23% 10
2024
Q1 		$2.68M Buy
46,782
+378
+0.8% +$20.8K 2.11% 10
2023
Q4 		$2.4M Buy
46,404
+162
+0.4% +$7.82K 2.03% 10
2023
Q3 		$2.1M Sell
46,242
-60
-0.1% -$2.83K 1.99% 12
2023
Q2 		$2.18M Buy
46,302
+6
+0% +$260 1.97% 12
2023
Q1 		$1.92M Buy
46,296
+900
+2% +$35K 1.85% 14
2022
Q4 		$1.61M Sell
45,396
-594
-1% -$21.9K 1.65% 19
2022
Q3 		$1.64M Hold
45,990
– – 1.91% 15
2022
Q2 		$1.71M Sell
45,990
-4,194
-8% -$172K 1.88% 14
2022
Q1 		$2.41M Buy
50,184
+3,090
+7% +$146K 2.18% 8
2021
Q4 		$2.52M Buy
+47,094
New +$2.45M 2.27% 9

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

Wilson & Boucher Capital Management's VUG Position: Q2 2026 in Review

Wilson & Boucher Capital Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.34% in Q2 2026, selling an estimated $12.8K and leaving 44,494 shares worth $3.83M. The position accounts for 2.25% of the portfolio, ranked #10.

Wilson & Boucher Capital Management first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,900 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Wilson & Boucher Capital Management held 44,494 shares of Vanguard Morningstar Growth ETF worth $3.83M as of Q2 2026.
  • Wilson & Boucher Capital Management sold 152 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $12.8K.
  • Vanguard Morningstar Growth ETF made up 2.25% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #10 holding.
  • Wilson & Boucher Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,900 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.