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Apeiron RIA’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Apeiron RIA’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
Q3 		$2.58M Buy
28,550
+18,891
+196% +$1.65M 0.59% 40
2026
Q2 		$752K Sell
9,659
-24,157
-71% -$2.03M 0.19% 77
2026
Q1 		$2.46M Sell
33,816
-1,632
-5% -$127K 0.57% 38
2025
Q4 		$2.88M Sell
35,448
-6,744
-16% -$547K 0.58% 37
2025
Q3 		$3.39M Sell
42,192
-4,254
-9% -$325K 0.76% 37
2025
Q2 		$3.39M Sell
46,446
-1,848
-4% -$122K 0.87% 29
2025
Q1 		$2.98M Buy
48,294
+288
+0.6% +$19.4K 0.9% 26
2024
Q4 		$3.28M Sell
48,006
-2,412
-5% -$162K 0.92% 27
2024
Q3 		$3.23M Buy
50,418
+510
+1% +$31.6K 0.92% 29
2024
Q2 		$3.11M Sell
49,908
-258
-0.5% -$15K 0.95% 28
2024
Q1 		$2.88M Buy
50,166
+3,438
+7% +$189K 0.83% 30
2023
Q4 		$2.42M Sell
46,728
-7,860
-14% -$379K 0.76% 33
2023
Q3 		$2.48M Sell
54,588
-918
-2% -$43.4K 0.84% 30
2023
Q2 		$2.62M Sell
55,506
-2,352
-4% -$102K 0.9% 28
2023
Q1 		$2.33M Buy
57,858
+7,626
+15% +$297K 0.8% 30
2022
Q4 		$1.78M Buy
50,232
+35,088
+232% +$1.29M 0.68% 31
2022
Q3 		$534K Sell
15,144
-300
-2% -$12.1K 0.25% 74
2022
Q2 		$827K Buy
15,444
+1,554
+11% +$63.8K 0.23% 47
2022
Q1 		$653K Sell
13,890
-1,104
-7% -$52.2K 0.31% 65
2021
Q4 		$802K Buy
+14,994
New +$781K 0.33% 62

Other funds holding VUG

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Apeiron RIA's VUG Position: Q3 2026 in Review

Apeiron RIA increased its Vanguard Morningstar Growth ETF (VUG) stake by 196% in Q3 2026, buying an estimated $1.65M and bringing the position to 28,550 shares worth $2.58M. The position accounts for 0.59% of the portfolio, ranked #40.

Apeiron RIA first reported a position in VUG in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.39M in Q2 2025. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Apeiron RIA held 28,550 shares of Vanguard Morningstar Growth ETF worth $2.58M as of Q3 2026.
  • Apeiron RIA bought 18,891 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.65M.
  • Vanguard Morningstar Growth ETF made up 0.59% of Apeiron RIA's portfolio in Q3 2026, its #40 holding.
  • Apeiron RIA first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Apeiron RIA's Vanguard Morningstar Growth ETF position peaked at $3.39M in Q2 2025.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.