Aufman Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Aufman Associates’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	$831K	Sell	9,220 -1,075	-10%	-$94.1K	0.34%	21
2026 Q2	$887K	Sell	10,295 -1,387	-12%	-$117K	0.35%	23
2026 Q1	$850K	Sell	11,682 -990	-8%	-$77K	0.42%	20
2025 Q4	$1.03M	Buy	12,672 +384	+3%	+$31.2K	0.53%	18
2025 Q3	$982K	Sell	12,288 -492	-4%	-$37.6K	0.55%	17
2025 Q2	$934K	Sell	12,780 -156	-1%	-$10.3K	0.58%	18
2025 Q1	$799K	Sell	12,936 -126	-1%	-$8.5K	0.55%	19
2024 Q4	$894K	Buy	13,062 +174	+1%	+$11.7K	0.6%	17
2024 Q3	$825K	Buy	12,888 +9,486	+279%	+$588K	0.53%	18
2024 Q2	$212K	Buy	+3,402	New	+$198K	0.15%	44

Other funds holding VUG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Aufman Associates's VUG Position: Q3 2026 in Review

Aufman Associates reduced its Vanguard Morningstar Growth ETF (VUG) stake by 10% in Q3 2026, selling an estimated $94.1K and leaving 9,220 shares worth $831K. The position accounts for 0.34% of the portfolio, ranked #21.

Aufman Associates first reported a position in VUG in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q4 2025. 1,918 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Aufman Associates held 9,220 shares of Vanguard Morningstar Growth ETF worth $831K as of Q3 2026.
Aufman Associates sold 1,075 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $94.1K.
Vanguard Morningstar Growth ETF made up 0.34% of Aufman Associates's portfolio in Q3 2026, its #21 holding.
Aufman Associates first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 10 quarters since.
Aufman Associates's Vanguard Morningstar Growth ETF position peaked at $1.03M in Q4 2025.
1,918 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.