Arax Advisory Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $108M | Sell |
1,485,246
-19,644
| -1% | -$1.53M | 3.05% | 1 |
|
|
2025
Q4 | $122M | Buy |
+1,504,890
| New | +$122M | 3.56% | 1 |
|
|
2025
Q3 | – | Sell |
-1,087,242
| Closed | -$91.2M | – | 4316 |
|
|
2025
Q2 | $91.2M | Buy |
1,087,242
+107,298
| +11% | +$7.06M | 4.19% | 1 |
|
|
2025
Q1 | $60.6M | Sell |
979,944
-102,474
| -9% | -$6.91M | 3.88% | 1 |
|
|
2024
Q4 | $74M | Buy |
1,082,418
+495,720
| +84% | +$33.3M | 4.66% | 1 |
|
|
2024
Q3 | $37.5M | Sell |
586,698
-26,460
| -4% | -$1.64M | 3.35% | 4 |
|
|
2024
Q2 | $38.2M | Sell |
613,158
-10,614
| -2% | -$619K | 3.73% | 2 |
|
|
2024
Q1 | $35.8M | Buy |
623,772
+10,422
| +2% | +$573K | 3.77% | 2 |
|
|
2023
Q4 | $31.8M | Sell |
613,350
-3,360
| -0.5% | -$162K | 3.54% | 3 |
|
|
2023
Q3 | $28M | Buy |
616,710
+42,162
| +7% | +$1.99M | 3.49% | 2 |
|
|
2023
Q2 | $27.1M | Buy |
574,548
+160,230
| +39% | +$6.95M | 3.46% | 5 |
|
|
2023
Q1 | $17.2M | Buy |
414,318
+11,736
| +3% | +$456K | 2.28% | 17 |
|
|
2022
Q4 | $14.3M | Buy |
402,582
+30,144
| +8% | +$1.11M | 1.98% | 20 |
|
|
2022
Q3 | $13.3M | Buy |
372,438
+4,254
| +1% | +$171K | 2.1% | 16 |
|
|
2022
Q2 | $13.7M | Buy |
368,184
+19,596
| +6% | +$805K | 2.07% | 17 |
|
|
2022
Q1 | $16.7M | Sell |
348,588
-29,664
| -8% | -$1.4M | 2.23% | 16 |
|
|
2021
Q4 | $20.2M | Sell |
378,252
-61,218
| -14% | -$3.19M | 2.57% | 10 |
|
|
2021
Q3 | $21.3M | Buy |
439,470
+105,684
| +32% | +$5.26M | 2.91% | 10 |
|
|
2021
Q2 | $16M | Buy |
+333,786
| New | +$15.2M | 2.17% | 13 |
|
|
2020
Q4 | $25.7M | Sell |
609,660
-114
| -0% | -$4.55K | 3.81% | 9 |
|
|
2020
Q3 | $23.1M | Buy |
609,774
+1,722
| +0.3% | +$63.6K | 3.9% | 9 |
|
|
2020
Q2 | $20.5M | Sell |
608,052
-18,528
| -3% | -$570K | 3.65% | 9 |
|
|
2020
Q1 | $16.4M | Buy |
626,580
+189,048
| +43% | +$5.66M | 3.77% | 6 |
|
|
2019
Q4 | $13.3M | Sell |
437,532
-8,550
| -2% | -$247K | 3.81% | 9 |
|
|
2019
Q3 | $12.4M | Buy |
446,082
+8,280
| +2% | +$230K | 3.73% | 9 |
|
|
2019
Q2 | $11.9M | Buy |
+437,802
| New | +$11.7M | 3.97% | 9 |
|
|
2018
Q4 | $9.55M | Sell |
426,732
-76,536
| -15% | -$1.85M | 3.8% | 10 |
|
|
2018
Q3 | $13.5M | Sell |
503,268
-100,578
| -17% | -$2.63M | 5.44% | 7 |
|
|
2018
Q2 | $15.1M | Buy |
603,846
+87,594
| +17% | +$2.15M | 6.62% | 6 |
|
|
2018
Q1 | $12.2M | Sell |
516,252
-65,814
| -11% | -$1.6M | 6.34% | 6 |
|
|
2017
Q4 | $13.6M | Buy |
582,066
+34,212
| +6% | +$785K | 5.92% | 8 |
|
|
2017
Q3 | $12.1M | Buy |
547,854
+71,064
| +15% | +$1.55M | 5.82% | 8 |
|
|
2017
Q2 | $10M | Buy |
476,790
+25,722
| +6% | +$539K | 4.78% | 9 |
|
|
2017
Q1 | $9.15M | Buy |
451,068
+27,438
| +6% | +$541K | 4.4% | 9 |
|
|
2016
Q4 | $7.87M | Buy |
+423,630
| New | +$7.84M | 3.94% | 9 |
|
Other funds holding VUG
EWA
Arax Advisory Partners's VUG Position: Q1 2026 in Review
Arax Advisory Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q1 2026, selling an estimated $1.53M and leaving 1,485,246 shares worth $108M. The position accounts for 3.05% of the portfolio, ranked #1.
Arax Advisory Partners first reported a position in VUG in Q4 2016 and has held it in 35 quarters since. The position peaked at $122M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- Arax Advisory Partners held 1,485,246 shares of Vanguard Morningstar Growth ETF worth $108M as of Q1 2026.
- Arax Advisory Partners sold 19,644 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $1.53M.
- Vanguard Morningstar Growth ETF made up 3.05% of Arax Advisory Partners's portfolio in Q1 2026, its #1 holding.
- Arax Advisory Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2016 and has held it in 35 quarters since.
- Arax Advisory Partners's Vanguard Morningstar Growth ETF position peaked at $122M in Q4 2025.
- 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.
Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.