Central Valley Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Central Valley Advisors’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	–	Sell	-3,345	Closed	-$288K	–	199
2026 Q2	$288K	Buy	3,345 +9	+0.3%	+$757	0.07%	158
2026 Q1	$243K	Buy	+3,336	New	+$260K	0.07%	168
2024 Q2	–	Sell	-4,062	Closed	-$233K	–	194
2024 Q1	$233K	Buy	4,062 +6	+0.1%	+$330	0.12%	131
2023 Q4	$210K	Buy	+4,056	New	+$196K	0.12%	133

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Central Valley Advisors's VUG Position: Q3 2026 in Review

Central Valley Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2026, closing a stake of 3,345 shares — an estimated $288K sold.

Central Valley Advisors first reported a position in VUG in Q4 2023 and held it in 4 quarters. The position peaked at $288K in Q2 2026. 1,723 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Central Valley Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2026 after selling out during the quarter.
Central Valley Advisors sold 3,345 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $288K.
Central Valley Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and held it in 4 quarters.
Central Valley Advisors's Vanguard Morningstar Growth ETF position peaked at $288K in Q2 2026.
1,723 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.