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Chapin Davis’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Chapin Davis’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 		$1.73M Buy
19,220
+1
+0% +$88 0.33% 59
2026
Q2 		$1.66M Sell
19,219
-449
-2% -$37.8K 0.29% 62
2026
Q1 		$1.43M Buy
19,668
+504
+3% +$39.2K 0.32% 65
2025
Q4 		$1.56M Buy
19,164
+6
+0% +$487 0.37% 60
2025
Q3 		$1.53M Sell
19,158
-1,212
-6% -$92.6K 0.38% 61
2025
Q2 		$1.49M Buy
20,370
+6
+0% +$395 0.41% 58
2025
Q1 		$1.26M Buy
20,364
+1,002
+5% +$67.6K 0.43% 55
2024
Q4 		$1.24M Hold
19,362
– – 0.4% 61
2024
Q3 		$1.24M Buy
19,362
+444
+2% +$27.5K 0.4% 62
2024
Q2 		$1.18M Buy
18,918
+3,324
+21% +$194K 0.4% 56
2024
Q1 		$895K Buy
15,594
+3,234
+26% +$178K 0.33% 74
2023
Q4 		$640K Buy
12,360
+3,132
+34% +$151K 0.27% 97
2023
Q3 		$419K Sell
9,228
-72
-0.8% -$3.4K 0.2% 124
2023
Q2 		$439K Hold
9,300
– – 0.21% 123
2023
Q1 		$387K Buy
9,300
+1,476
+19% +$57.4K 0.2% 126
2022
Q4 		$278K Buy
+7,824
New +$288K 0.16% 145

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

Chapin Davis's VUG Position: Q3 2026 in Review

Chapin Davis increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.01% in Q3 2026, buying an estimated $88 and bringing the position to 19,220 shares worth $1.73M. The position accounts for 0.33% of the portfolio, ranked #59.

Chapin Davis first reported a position in VUG in Q4 2022 and has held it in 16 quarters since. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Chapin Davis held 19,220 shares of Vanguard Morningstar Growth ETF worth $1.73M as of Q3 2026.
  • Chapin Davis bought 1 Vanguard Morningstar Growth ETF share in Q3 2026, an estimated $88.
  • Vanguard Morningstar Growth ETF made up 0.33% of Chapin Davis's portfolio in Q3 2026, its #59 holding.
  • Chapin Davis first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.