Bedel Financial Consulting’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
Q2 | $2.21M | Sell |
25,658
-1,240
| -5% | -$104K | 0.21% | 62 |
|
|
2026
Q1 | $1.96M | Buy |
26,898
+72
| +0.3% | +$5.6K | 0.22% | 59 |
|
|
2025
Q4 | $2.18M | Sell |
26,826
-480
| -2% | -$39K | 0.23% | 51 |
|
|
2025
Q3 | $2.18M | Sell |
27,306
-138
| -0.5% | -$10.5K | 0.28% | 52 |
|
|
2025
Q2 | $2.01M | Sell |
27,444
-24
| -0.1% | -$1.58K | 0.27% | 52 |
|
|
2025
Q1 | $1.76M | Buy |
27,468
+336
| +1% | +$22.7K | 0.25% | 52 |
|
|
2024
Q4 | $1.9M | Sell |
27,132
-240
| -0.9% | -$16.1K | 0.26% | 52 |
|
|
2024
Q3 | $1.75M | Buy |
27,372
+354
| +1% | +$21.9K | 0.25% | 52 |
|
|
2024
Q2 | $1.68M | Buy |
27,018
+36
| +0.1% | +$2.1K | 0.25% | 48 |
|
|
2024
Q1 | $1.55M | Sell |
26,982
-180
| -0.7% | -$9.9K | 0.24% | 53 |
|
|
2023
Q4 | $1.41M | Buy |
27,162
+1,020
| +4% | +$49.2K | 0.26% | 55 |
|
|
2023
Q3 | $1.19M | Buy |
26,142
+78
| +0.3% | +$3.68K | 0.24% | 59 |
|
|
2023
Q2 | $1.23M | Buy |
26,064
+2,358
| +10% | +$102K | 0.26% | 55 |
|
|
2023
Q1 | $986K | Buy |
23,706
+78
| +0.3% | +$3.03K | 0.24% | 64 |
|
|
2022
Q4 | $839K | Buy |
23,628
+1,854
| +9% | +$68.2K | 0.21% | 70 |
|
|
2022
Q3 | $774K | Buy |
21,774
+906
| +4% | +$36.4K | 0.21% | 67 |
|
|
2022
Q2 | $775K | Hold |
20,868
| – | – | 0.23% | 58 |
|
|
2022
Q1 | $1M | Hold |
20,868
| – | – | 0.31% | 48 |
|
|
2021
Q4 | $1.12M | Hold |
20,868
| – | – | 0.35% | 44 |
|
|
2021
Q3 | $1.01M | Hold |
20,868
| – | – | 0.35% | 41 |
|
|
2021
Q2 | $998K | Sell |
20,868
-72
| -0.3% | -$3.27K | 0.35% | 42 |
|
|
2021
Q1 | $897K | Sell |
20,940
-54
| -0.3% | -$2.31K | 0.35% | 43 |
|
|
2020
Q4 | $886K | Sell |
20,994
-96
| -0.5% | -$3.83K | 0.39% | 36 |
|
|
2020
Q3 | $800K | Sell |
21,090
-5,418
| -20% | -$200K | 0.4% | 36 |
|
|
2020
Q2 | $893K | Buy |
26,508
+630
| +2% | +$19.4K | 0.48% | 28 |
|
|
2020
Q1 | $676K | Buy |
25,878
+420
| +2% | +$12.6K | 0.45% | 33 |
|
|
2019
Q4 | $773K | Hold |
25,458
| – | – | 0.44% | 32 |
|
|
2019
Q3 | $706K | Hold |
25,458
| – | – | 0.43% | 39 |
|
|
2019
Q2 | $693K | Hold |
25,458
| – | – | 0.42% | 41 |
|
|
2019
Q1 | $664K | Hold |
25,458
| – | – | 0.42% | 38 |
|
|
2018
Q4 | $570K | Sell |
25,458
-7,620
| -23% | -$185K | 0.41% | 45 |
|
|
2018
Q3 | $845K | Sell |
33,078
-1,140
| -3% | -$29.8K | 0.56% | 30 |
|
|
2018
Q2 | $854K | Sell |
34,218
-3,816
| -10% | -$93.6K | 0.63% | 29 |
|
|
2018
Q1 | $899K | Buy |
38,034
+12,576
| +49% | +$307K | 0.68% | 27 |
|
|
2017
Q4 | $597K | Buy |
+25,458
| New | +$584K | 0.54% | 43 |
|
Other funds holding VUG
EWA
Bedel Financial Consulting's VUG Position: Q2 2026 in Review
Bedel Financial Consulting reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.6% in Q2 2026, selling an estimated $104K and leaving 25,658 shares worth $2.21M. The position accounts for 0.21% of the portfolio, ranked #62.
Bedel Financial Consulting first reported a position in VUG in Q4 2017 and has held it in 35 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Bedel Financial Consulting held 25,658 shares of Vanguard Morningstar Growth ETF worth $2.21M as of Q2 2026.
- Bedel Financial Consulting sold 1,240 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $104K.
- Vanguard Morningstar Growth ETF made up 0.21% of Bedel Financial Consulting's portfolio in Q2 2026, its #62 holding.
- Bedel Financial Consulting first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 35 quarters since.
- 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.