Cahill Financial Advisors’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 | $86.8M | Buy |
1,007,937
+12,303
| +1% | +$1.04M | 8.33% | 1 |
|
|
2026
Q1 | $72.5M | Sell |
995,634
-1,735,932
| -64% | -$135M | 7.85% | 1 |
|
|
2025
Q4 | $82M | Buy |
2,731,566
+1,795,482
| +192% | +$146M | 8.96% | 1 |
|
|
2025
Q3 | $74.8M | Buy |
936,084
+10,170
| +1% | +$777K | 8.52% | 1 |
|
|
2025
Q2 | $67.7M | Buy |
925,914
+10,518
| +1% | +$692K | 8.4% | 1 |
|
|
2025
Q1 | $56.6M | Buy |
915,396
+31,584
| +4% | +$2.13M | 7.69% | 1 |
|
|
2024
Q4 | $60.5M | Buy |
883,812
+36,990
| +4% | +$2.48M | 8.19% | 1 |
|
|
2024
Q3 | $54.2M | Buy |
846,822
+77,718
| +10% | +$4.82M | 7.41% | 1 |
|
|
2024
Q2 | $47.9M | Buy |
769,104
+145,524
| +23% | +$8.49M | 6.57% | 1 |
|
|
2024
Q1 | $35.8M | Buy |
623,580
+9,126
| +1% | +$502K | 4.88% | 2 |
|
|
2023
Q4 | $31.8M | Buy |
614,454
+32,574
| +6% | +$1.57M | 4.71% | 2 |
|
|
2023
Q3 | $26.4M | Buy |
581,880
+726
| +0.1% | +$34.3K | 4.39% | 2 |
|
|
2023
Q2 | $27.4M | Buy |
581,154
+231,972
| +66% | +$10.1M | 4.43% | 2 |
|
|
2023
Q1 | $14.5M | Buy |
349,182
+285,450
| +448% | +$11.1M | 2.58% | 8 |
|
|
2022
Q4 | $2.26M | Buy |
63,732
+5,970
| +10% | +$220K | 0.44% | 53 |
|
|
2022
Q3 | $2.06M | Buy |
57,762
+5,016
| +10% | +$202K | 0.43% | 57 |
|
|
2022
Q2 | $1.96M | Sell |
52,746
-6,210
| -11% | -$255K | 0.42% | 59 |
|
|
2022
Q1 | $2.83M | Buy |
58,956
+7,032
| +14% | +$333K | 0.53% | 47 |
|
|
2021
Q4 | $2.78M | Sell |
51,924
-246
| -0.5% | -$12.8K | 0.54% | 46 |
|
|
2021
Q3 | $2.52M | Sell |
52,170
-3,894
| -7% | -$194K | 0.52% | 50 |
|
|
2021
Q2 | $2.68M | Buy |
56,064
+588
| +1% | +$26.7K | 0.6% | 39 |
|
|
2021
Q1 | $2.38M | Sell |
55,476
-10,140
| -15% | -$434K | 0.58% | 40 |
|
|
2020
Q4 | $2.77M | Buy |
+65,616
| New | +$2.62M | 0.7% | 35 |
|
|
2018
Q4 | – | Sell |
-30,090
| Closed | -$808K | – | 156 |
|
|
2018
Q3 | $808K | Buy |
30,090
+1,464
| +5% | +$38.3K | 0.36% | 74 |
|
|
2018
Q2 | $715K | Sell |
28,626
-6,888
| -19% | -$169K | 0.33% | 78 |
|
|
2018
Q1 | $840K | Sell |
35,514
-3,156
| -8% | -$76.9K | 0.4% | 64 |
|
|
2017
Q4 | $907K | Sell |
38,670
-4,680
| -11% | -$107K | 0.46% | 57 |
|
|
2017
Q3 | $960K | Buy |
43,350
+108
| +0.2% | +$2.35K | 0.51% | 49 |
|
|
2017
Q2 | $916K | Buy |
43,242
+4,476
| +12% | +$93.8K | 0.51% | 51 |
|
|
2017
Q1 | $787K | Buy |
38,766
+13,722
| +55% | +$271K | 0.45% | 54 |
|
|
2016
Q4 | $466K | Buy |
25,044
+13,134
| +110% | +$243K | 0.28% | 82 |
|
|
2016
Q3 | $223K | Buy |
+11,910
| New | +$222K | 0.15% | 116 |
|
Other funds holding VUG
EWA
TCIIS
MG
RWP
DADC
Cahill Financial Advisors's VUG Position: Q2 2026 in Review
Cahill Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.2% in Q2 2026, buying an estimated $1.04M and bringing the position to 1,007,937 shares worth $86.8M. The position accounts for 8.33% of the portfolio, ranked #1.
Cahill Financial Advisors first reported a position in VUG in Q3 2016 and has held it in 32 quarters since. 2,332 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Cahill Financial Advisors held 1,007,937 shares of Vanguard Morningstar Growth ETF worth $86.8M as of Q2 2026.
- Cahill Financial Advisors bought 12,303 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.04M.
- Vanguard Morningstar Growth ETF made up 8.33% of Cahill Financial Advisors's portfolio in Q2 2026, its #1 holding.
- Cahill Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2016 and has held it in 32 quarters since.
- 2,332 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.