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Castleview Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Castleview Partners’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 		$229K Buy
+2,546
New +$223K 0.1% 193
2026
Q2 		– Sell
-8,670
Closed -$631K – 249
2026
Q1 		$631K Sell
8,670
-36
-0.4% -$2.8K 0.32% 70
2025
Q4 		$708K Buy
8,706
+252
+3% +$20.5K 0.35% 61
2025
Q3 		$676K Buy
+8,454
New +$646K 0.37% 57
2025
Q2 		– Sell
-4,392
Closed -$271K – 194
2025
Q1 		$271K Buy
4,392
+4,044
+1,162% +$273K 0.18% 135
2024
Q4 		$23.8K Hold
348
– – 0.01% 445
2024
Q3 		$22.3K Hold
348
– – 0.01% 432
2024
Q2 		$21.7K Hold
348
– – 0.01% 430
2024
Q1 		$20K Hold
348
– – 0.01% 468
2023
Q4 		$18K Buy
348
+126
+57% +$6.08K 0.01% 447
2023
Q3 		$10.1K Sell
222
-72
-24% -$3.4K 0.01% 424
2023
Q2 		$13.9K Sell
294
-3,120
-91% -$135K 0.01% 396
2023
Q1 		$142K Sell
3,414
-174
-5% -$6.77K 0.13% 145
2022
Q4 		$127K Sell
3,588
-18
-0.5% -$662 0.12% 147
2022
Q3 		$129K Buy
3,606
+3,096
+607% +$124K 0.12% 155
2022
Q2 		$11.2K Sell
510
-2,598
-84% -$107K 0.01% 445
2022
Q1 		$148K Buy
+3,108
New +$147K 0.09% 194
2021
Q2 		$11K Buy
+222
New +$10.1K ﹤0.01% 679

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

Castleview Partners's VUG Position: Q3 2026 in Review

Castleview Partners opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 2,546 shares worth $229K. The stake represents 0.1% of the portfolio and ranks #193 among its holdings. This is a return to the name: Castleview Partners previously reported a position in VUG as recently as Q1 2026.

Castleview Partners first reported a position in VUG in Q2 2021 and has held it in 18 quarters since. The position peaked at $708K in Q4 2025. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Castleview Partners held 2,546 shares of Vanguard Morningstar Growth ETF worth $229K as of Q3 2026.
  • Vanguard Morningstar Growth ETF was a new Castleview Partners position in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.1% of Castleview Partners's portfolio in Q3 2026, its #193 holding.
  • Castleview Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 18 quarters since.
  • Castleview Partners's Vanguard Morningstar Growth ETF position peaked at $708K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.