Beese Fulmer Investment Management’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 | $844K | Buy |
9,799
+445
| +5% | +$37.4K | 0.05% | 170 |
|
|
2026
Q1 | $681K | Buy |
9,354
+6
| +0.1% | +$467 | 0.04% | 182 |
|
|
2025
Q4 | $760K | Buy |
9,348
+6
| +0.1% | +$487 | 0.05% | 164 |
|
|
2025
Q3 | $747K | Sell |
9,342
-150
| -2% | -$11.5K | 0.05% | 160 |
|
|
2025
Q2 | $693K | Buy |
9,492
+1,284
| +16% | +$84.5K | 0.05% | 157 |
|
|
2025
Q1 | $507K | Buy |
8,208
+1,428
| +21% | +$96.3K | 0.04% | 150 |
|
|
2024
Q4 | $464K | Sell |
6,780
-3,372
| -33% | -$227K | 0.04% | 155 |
|
|
2024
Q3 | $650K | Buy |
10,152
+30
| +0.3% | +$1.86K | 0.06% | 135 |
|
|
2024
Q2 | $631K | Sell |
10,122
-408
| -4% | -$23.8K | 0.06% | 137 |
|
|
2024
Q1 | $604K | Buy |
10,530
+420
| +4% | +$23.1K | 0.06% | 140 |
|
|
2023
Q4 | $524K | Buy |
10,110
+6
| +0.1% | +$290 | 0.05% | 145 |
|
|
2023
Q3 | $459K | Buy |
10,104
+24
| +0.2% | +$1.13K | 0.05% | 149 |
|
|
2023
Q2 | $475K | Hold |
10,080
| – | – | 0.05% | 151 |
|
|
2023
Q1 | $419K | Sell |
10,080
-1,218
| -11% | -$47.4K | 0.05% | 161 |
|
|
2022
Q4 | $401K | Buy |
11,298
+54
| +0.5% | +$1.99K | 0.05% | 167 |
|
|
2022
Q3 | $401K | Sell |
11,244
-1,248
| -10% | -$50.2K | 0.05% | 155 |
|
|
2022
Q2 | $464K | Buy |
12,492
+462
| +4% | +$19K | 0.06% | 150 |
|
|
2022
Q1 | $577K | Buy |
12,030
+1,872
| +18% | +$88.5K | 0.06% | 146 |
|
|
2021
Q4 | $543K | Sell |
10,158
-408
| -4% | -$21.3K | 0.06% | 155 |
|
|
2021
Q3 | $511K | Buy |
10,566
+4,038
| +62% | +$201K | 0.06% | 155 |
|
|
2021
Q2 | $312K | Buy |
6,528
+606
| +10% | +$27.5K | 0.04% | 177 |
|
|
2021
Q1 | $254K | Sell |
5,922
-2,490
| -30% | -$107K | 0.03% | 191 |
|
|
2020
Q4 | $355K | Buy |
8,412
+288
| +4% | +$11.5K | 0.05% | 156 |
|
|
2020
Q3 | $308K | Buy |
8,124
+204
| +3% | +$7.53K | 0.04% | 154 |
|
|
2020
Q2 | $267K | Sell |
7,920
-720
| -8% | -$22.1K | 0.04% | 159 |
|
|
2020
Q1 | $226K | Buy |
8,640
+882
| +11% | +$26.4K | 0.04% | 159 |
|
|
2019
Q4 | $236K | Hold |
7,758
| – | – | 0.03% | 179 |
|
|
2019
Q3 | $215K | Hold |
7,758
| – | – | 0.03% | 189 |
|
|
2019
Q2 | $211K | Sell |
7,758
-600
| -7% | -$16K | 0.04% | 164 |
|
|
2019
Q1 | $218K | Buy |
+8,358
| New | +$206K | 0.04% | 161 |
|
|
2018
Q4 | – | Sell |
-8,358
| Closed | -$224K | – | 186 |
|
|
2018
Q3 | $224K | Hold |
8,358
| – | – | 0.04% | 168 |
|
|
2018
Q2 | $209K | Buy |
+8,358
| New | +$205K | 0.04% | 181 |
|
Other funds holding VUG
EWA
Beese Fulmer Investment Management's VUG Position: Q2 2026 in Review
Beese Fulmer Investment Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.8% in Q2 2026, buying an estimated $37.4K and bringing the position to 9,799 shares worth $844K. The position accounts for 0.05% of the portfolio, ranked #170.
Beese Fulmer Investment Management first reported a position in VUG in Q2 2018 and has held it in 32 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Beese Fulmer Investment Management held 9,799 shares of Vanguard Morningstar Growth ETF worth $844K as of Q2 2026.
- Beese Fulmer Investment Management bought 445 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $37.4K.
- Vanguard Morningstar Growth ETF made up 0.05% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #170 holding.
- Beese Fulmer Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2018 and has held it in 32 quarters since.
- 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.