Chatterton & Associates
VUG icon

Chatterton & Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Chatterton & Associates’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 		$387K Hold
4,290
– – 0.18% 75
2026
Q2 		$373K Sell
4,290
-126
-3% -$10.6K 0.22% 69
2026
Q1 		$338K Buy
+4,416
New +$344K 0.24% 66

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Chatterton & Associates's VUG Position: Q3 2026 in Review

Chatterton & Associates held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 4,290 shares worth $387K. The position accounts for 0.18% of the portfolio, ranked #75.

Chatterton & Associates first reported a position in VUG in Q1 2026 and has held it in 3 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Chatterton & Associates held 4,290 shares of Vanguard Morningstar Growth ETF worth $387K as of Q3 2026.
  • Chatterton & Associates left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.18% of Chatterton & Associates's portfolio in Q3 2026, its #75 holding.
  • Chatterton & Associates first reported a position in Vanguard Morningstar Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.