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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wilson & Boucher Capital Management's VUG Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.05% in Q1 2026, selling an estimated $1.87K and leaving 44,646 shares worth $3.25M. The position accounts for 2.16% of the portfolio, ranked #10.

Wilson & Boucher Capital Management first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.63M in Q4 2025. 2,723 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Wilson & Boucher Capital Management held 44,646 shares of Vanguard Morningstar Growth ETF worth $3.25M as of Q1 2026.
Wilson & Boucher Capital Management sold 24 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $1.87K.
Vanguard Morningstar Growth ETF made up 2.16% of Wilson & Boucher Capital Management's portfolio in Q1 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 18 quarters since.
Wilson & Boucher Capital Management's Vanguard Morningstar Growth ETF position peaked at $3.63M in Q4 2025.
2,723 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.