Caldwell Sutter Capital
VUG icon

Caldwell Sutter Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Caldwell Sutter Capital’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 		$1.28M Sell
14,205
-230
-2% -$20.1K 0.48% 49
2026
Q2 		$1.24M Sell
14,435
-691
-5% -$58.1K 0.47% 53
2026
Q1 		$1.1M Sell
15,126
-1,116
-7% -$86.8K 0.45% 58
2025
Q4 		$1.32M Sell
16,242
-186
-1% -$15.1K 0.56% 45
2025
Q3 		$1.31M Sell
16,428
-264
-2% -$20.2K 0.56% 42
2025
Q2 		$1.22M Sell
16,692
-42
-0.3% -$2.76K 0.56% 43
2025
Q1 		$1.03M Sell
16,734
-840
-5% -$56.6K 0.49% 52
2024
Q4 		$1.2M Sell
17,574
-312
-2% -$21K 0.56% 45
2024
Q3 		$1.14M Sell
17,886
-924
-5% -$57.3K 0.53% 47
2024
Q2 		$1.17M Sell
18,810
-6
-0% -$350 0.58% 43
2024
Q1 		$1.08M Sell
18,816
-582
-3% -$32K 0.52% 53
2023
Q4 		$1.01M Sell
19,398
-1,284
-6% -$62K 0.51% 57
2023
Q3 		$939K Buy
20,682
+1,530
+8% +$72.3K 0.52% 54
2023
Q2 		$903K Buy
19,152
+12,390
+183% +$537K 0.47% 61
2023
Q1 		$281K Buy
6,762
+4,938
+271% +$192K 0.21% 98
2022
Q4 		$64.8K Buy
+1,824
New +$67.1K 0.06% 168

Other funds holding VUG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Caldwell Sutter Capital's VUG Position: Q3 2026 in Review

Caldwell Sutter Capital reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.6% in Q3 2026, selling an estimated $20.1K and leaving 14,205 shares worth $1.28M. The position accounts for 0.48% of the portfolio, ranked #49.

Caldwell Sutter Capital first reported a position in VUG in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.32M in Q4 2025. 2,579 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Caldwell Sutter Capital held 14,205 shares of Vanguard Morningstar Growth ETF worth $1.28M as of Q3 2026.
  • Caldwell Sutter Capital sold 230 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $20.1K.
  • Vanguard Morningstar Growth ETF made up 0.48% of Caldwell Sutter Capital's portfolio in Q3 2026, its #49 holding.
  • Caldwell Sutter Capital first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Caldwell Sutter Capital's Vanguard Morningstar Growth ETF position peaked at $1.32M in Q4 2025.
  • 2,579 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.