Burney Company’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 | $1.53M | Buy |
17,733
+855
| +5% | +$71.9K | 0.04% | 285 |
|
|
2026
Q1 | $1.23M | Sell |
16,878
-5,670
| -25% | -$441K | 0.04% | 290 |
|
|
2025
Q4 | $1.83M | Buy |
22,548
+1,716
| +8% | +$139K | 0.06% | 259 |
|
|
2025
Q3 | $1.67M | Buy |
20,832
+114
| +0.6% | +$8.71K | 0.05% | 256 |
|
|
2025
Q2 | $1.51M | Sell |
20,718
-3,828
| -16% | -$252K | 0.05% | 264 |
|
|
2025
Q1 | $1.52M | Buy |
24,546
+2,244
| +10% | +$151K | 0.06% | 253 |
|
|
2024
Q4 | $1.53M | Sell |
22,302
-1,098
| -5% | -$73.8K | 0.05% | 257 |
|
|
2024
Q3 | $1.5M | Sell |
23,400
-1,242
| -5% | -$77K | 0.05% | 257 |
|
|
2024
Q2 | $1.54M | Sell |
24,642
-138
| -0.6% | -$8.05K | 0.06% | 257 |
|
|
2024
Q1 | $1.42M | Sell |
24,780
-18
| -0.1% | -$990 | 0.05% | 282 |
|
|
2023
Q4 | $1.28M | Sell |
24,798
-894
| -3% | -$43.2K | 0.05% | 293 |
|
|
2023
Q3 | $1.17M | Buy |
25,692
+972
| +4% | +$45.9K | 0.05% | 291 |
|
|
2023
Q2 | $1.17M | Sell |
24,720
-19,962
| -45% | -$866K | 0.05% | 301 |
|
|
2023
Q1 | $1.86M | Sell |
44,682
-9,516
| -18% | -$370K | 0.09% | 234 |
|
|
2022
Q4 | $1.92M | Sell |
54,198
-10,002
| -16% | -$368K | 0.1% | 209 |
|
|
2022
Q3 | $2.29M | Sell |
64,200
-18
| -0% | -$724 | 0.13% | 183 |
|
|
2022
Q2 | $2.39M | Sell |
64,218
-1,404
| -2% | -$57.7K | 0.13% | 188 |
|
|
2022
Q1 | $3.15M | Sell |
65,622
-3,492
| -5% | -$165K | 0.14% | 175 |
|
|
2021
Q4 | $3.7M | Sell |
69,114
-1,404
| -2% | -$73.1K | 0.16% | 165 |
|
|
2021
Q3 | $3.41M | Sell |
70,518
-348
| -0.5% | -$17.3K | 0.16% | 162 |
|
|
2021
Q2 | $3.39M | Sell |
70,866
-4,194
| -6% | -$190K | 0.16% | 168 |
|
|
2021
Q1 | $3.22M | Sell |
75,060
-18
| -0% | -$770 | 0.16% | 167 |
|
|
2020
Q4 | $3.17M | Sell |
75,078
-4,998
| -6% | -$199K | 0.17% | 157 |
|
|
2020
Q3 | $3.04M | Sell |
80,076
-2,640
| -3% | -$97.5K | 0.19% | 155 |
|
|
2020
Q2 | $2.79M | Sell |
82,716
-7,902
| -9% | -$243K | 0.18% | 160 |
|
|
2020
Q1 | $2.37M | Sell |
90,618
-62,874
| -41% | -$1.88M | 0.18% | 149 |
|
|
2019
Q4 | $4.66M | Sell |
153,492
-1,374
| -0.9% | -$39.7K | 0.26% | 118 |
|
|
2019
Q3 | $4.29M | Sell |
154,866
-9,912
| -6% | -$275K | 0.26% | 117 |
|
|
2019
Q2 | $4.49M | Sell |
164,778
-53,664
| -25% | -$1.43M | 0.27% | 114 |
|
|
2019
Q1 | $5.7M | Sell |
218,442
-41,196
| -16% | -$1.02M | 0.35% | 93 |
|
|
2018
Q4 | $5.81M | Sell |
259,638
-16,518
| -6% | -$400K | 0.41% | 78 |
|
|
2018
Q3 | $7.41M | Sell |
276,156
-38,946
| -12% | -$1.02M | 0.44% | 67 |
|
|
2018
Q2 | $7.87M | Buy |
315,102
+36,240
| +13% | +$889K | 0.46% | 66 |
|
|
2018
Q1 | $6.59M | Sell |
278,862
-53,196
| -16% | -$1.3M | 0.41% | 80 |
|
|
2017
Q4 | $7.78M | Buy |
332,058
+76,380
| +30% | +$1.75M | 0.44% | 72 |
|
|
2017
Q3 | $5.63M | Buy |
255,678
+89,922
| +54% | +$1.96M | 0.37% | 92 |
|
|
2017
Q2 | $3.5M | Buy |
165,756
+16,074
| +11% | +$337K | 0.23% | 123 |
|
|
2017
Q1 | $3.04M | Buy |
149,682
+1,686
| +1% | +$33.3K | 0.2% | 129 |
|
|
2016
Q4 | $2.75M | Sell |
147,996
-9,912
| -6% | -$183K | 0.19% | 135 |
|
|
2016
Q3 | $2.96M | Sell |
157,908
-8,952
| -5% | -$167K | 0.21% | 127 |
|
|
2016
Q2 | $2.98M | Sell |
166,860
-8,958
| -5% | -$160K | 0.21% | 120 |
|
|
2016
Q1 | $3.12M | Buy |
+175,818
| New | +$2.95M | 0.23% | 118 |
|
|
2015
Q3 | – | Sell |
-158,562
| Closed | -$2.83M | – | 401 |
|
|
2015
Q2 | $2.83M | Sell |
158,562
-2,934
| -2% | -$53.3K | 0.19% | 131 |
|
|
2015
Q1 | $2.82M | Buy |
161,496
+23,814
| +17% | +$422K | 0.19% | 132 |
|
|
2014
Q4 | $2.4M | Buy |
137,682
+16,248
| +13% | +$276K | 0.19% | 131 |
|
|
2014
Q3 | $2.02M | Buy |
121,434
+4,380
| +4% | +$72.9K | 0.17% | 139 |
|
|
2014
Q2 | $1.93M | Buy |
117,054
+19,578
| +20% | +$310K | 0.17% | 144 |
|
|
2014
Q1 | $1.52M | Buy |
97,476
+10,038
| +11% | +$156K | 0.14% | 171 |
|
|
2013
Q4 | $1.36M | Buy |
87,438
+21,342
| +32% | +$315K | 0.13% | 178 |
|
|
2013
Q3 | $932K | Buy |
66,096
+10,938
| +20% | +$151K | 0.1% | 205 |
|
|
2013
Q2 | $718K | Buy |
+55,158
| New | +$728K | 0.09% | 220 |
|
Other funds holding VUG
EWA
Burney Company's VUG Position: Q2 2026 in Review
Burney Company increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.1% in Q2 2026, buying an estimated $71.9K and bringing the position to 17,733 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #285.
Burney Company first reported a position in VUG in Q2 2013 and has held it in 51 quarters since. The position peaked at $7.87M in Q2 2018. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Burney Company held 17,733 shares of Vanguard Morningstar Growth ETF worth $1.53M as of Q2 2026.
- Burney Company bought 855 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $71.9K.
- Vanguard Morningstar Growth ETF made up 0.04% of Burney Company's portfolio in Q2 2026, its #285 holding.
- Burney Company first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 51 quarters since.
- Burney Company's Vanguard Morningstar Growth ETF position peaked at $7.87M in Q2 2018.
- 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.