Chartist Inc’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Chartist Inc’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 Q2	$257K	Hold	2,982	–	–	0.16%	19
2026 Q1	$217K	Hold	2,982	–	–	0.16%	18
2025 Q4	$242K	Sell	2,982 -432	-13%	-$35.1K	0.16%	19
2025 Q3	$273K	Buy	+3,414	New	+$261K	0.19%	18
2024 Q4	$410K	Hold	6,000	–	–	0.21%	19
2024 Q3	$384K	Hold	6,000	–	–	0.2%	20
2024 Q2	$374K	Sell	6,000 -102	-2%	-$5.95K	0.19%	19
2024 Q1	$350K	Buy	+6,102	New	+$336K	0.18%	20
2020 Q4	–	Sell	-5,898	Closed	-$224K	–	27
2020 Q3	$224K	Buy	+5,898	New	+$218K	0.13%	27
2019 Q4	$326K	Buy	10,734 +2,550	+31%	+$73.6K	0.2%	19
2019 Q3	$227K	Buy	+8,184	New	+$227K	0.15%	29
2018 Q4	–	Sell	-36,132	Closed	-$970K	–	39
2018 Q3	$970K	Buy	36,132 +7,380	+26%	+$193K	0.43%	12
2018 Q2	$718K	Buy	28,752 +5,892	+26%	+$144K	0.32%	15
2018 Q1	$541K	Hold	22,860	–	–	0.25%	20
2017 Q4	$536K	Buy	+22,860	New	+$525K	0.24%	20

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Chartist Inc's VUG Position: Q2 2026 in Review

Chartist Inc held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 2,982 shares worth $257K. The position accounts for 0.16% of the portfolio, ranked #19.

Chartist Inc first reported a position in VUG in Q4 2017 and has held it in 15 quarters since. The position peaked at $970K in Q3 2018. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Chartist Inc held 2,982 shares of Vanguard Morningstar Growth ETF worth $257K as of Q2 2026.
Chartist Inc left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.16% of Chartist Inc's portfolio in Q2 2026, its #19 holding.
Chartist Inc first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 15 quarters since.
Chartist Inc's Vanguard Morningstar Growth ETF position peaked at $970K in Q3 2018.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Chartist Inc's 13F filing for Q2 2026, filed 14 Aug 2026.