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Byrne Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Byrne Asset Management’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 		$33.6K Hold
372
– – 0.02% 325
2026
Q2 		$32K Hold
372
– – 0.02% 325
2026
Q1 		$27.1K Hold
372
– – 0.02% 322
2025
Q4 		$30.2K Buy
372
+312
+520% +$25.3K 0.02% 312
2025
Q3 		$4.8K Hold
60
– – ﹤0.01% 478
2025
Q2 		$4.38K Hold
60
– – ﹤0.01% 469
2025
Q1 		$3.71K Hold
60
– – ﹤0.01% 493
2024
Q4 		$4.1K Hold
60
– – ﹤0.01% 476
2024
Q3 		$3.84K Hold
60
– – ﹤0.01% 474
2024
Q2 		$3.77K Hold
60
– – ﹤0.01% 464
2024
Q1 		$3.44K Hold
60
– – ﹤0.01% 464
2023
Q4 		$3.12K Hold
60
– – ﹤0.01% 466
2023
Q3 		$3K Hold
60
– – ﹤0.01% 454
2023
Q2 		$3K Hold
60
– – ﹤0.01% 526
2023
Q1 		$2K Hold
60
– – ﹤0.01% 566
2022
Q4 		$2.13K Hold
60
– – ﹤0.01% 487
2022
Q3 		$2K Hold
60
– – ﹤0.01% 480
2022
Q2 		$2K Sell
60
-732
-92% -$30.1K ﹤0.01% 498
2022
Q1 		$38K Sell
792
-306
-28% -$14.5K 0.02% 235
2021
Q4 		$59K Buy
+1,098
New +$57.2K 0.04% 207

Other funds holding VUG

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Byrne Asset Management's VUG Position: Q3 2026 in Review

Byrne Asset Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 372 shares worth $33.6K. The position accounts for 0.02% of the portfolio, ranked #325.

Byrne Asset Management first reported a position in VUG in Q4 2021 and has held it in 20 quarters since. The position peaked at $59K in Q4 2021. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Byrne Asset Management held 372 shares of Vanguard Morningstar Growth ETF worth $33.6K as of Q3 2026.
  • Byrne Asset Management left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.02% of Byrne Asset Management's portfolio in Q3 2026, its #325 holding.
  • Byrne Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Byrne Asset Management's Vanguard Morningstar Growth ETF position peaked at $59K in Q4 2021.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.