Chicago Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Chicago Capital’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	$3.84M	Buy	42,655 +935	+2%	+$81.8K	0.09%	104
2026 Q2	$3.59M	Buy	41,720 +122	+0.3%	+$10.3K	0.09%	106
2026 Q1	$3.03M	Buy	41,598 +96	+0.2%	+$7.47K	0.08%	117
2025 Q4	$3.37M	Hold	41,502	–	–	0.08%	105
2025 Q3	$3.32M	Sell	41,502 -810	-2%	-$61.9K	0.08%	108
2025 Q2	$3.09M	Hold	42,312	–	–	0.08%	107
2025 Q1	$2.62M	Hold	42,312	–	–	0.07%	113
2024 Q4	$2.89M	Sell	42,312 -978	-2%	-$65.7K	0.08%	108
2024 Q3	$2.77M	Sell	43,290 -1,434	-3%	-$88.9K	0.08%	107
2024 Q2	$2.79M	Hold	44,724	–	–	0.08%	105
2024 Q1	$2.57M	Buy	+44,724	New	+$2.46M	0.08%	108

Other funds holding VUG

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Chicago Capital's VUG Position: Q3 2026 in Review

Chicago Capital increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.2% in Q3 2026, buying an estimated $81.8K and bringing the position to 42,655 shares worth $3.84M. The position accounts for 0.09% of the portfolio, ranked #104.

Chicago Capital first reported a position in VUG in Q1 2024 and has held it in 11 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Chicago Capital held 42,655 shares of Vanguard Morningstar Growth ETF worth $3.84M as of Q3 2026.
Chicago Capital bought 935 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $81.8K.
Vanguard Morningstar Growth ETF made up 0.09% of Chicago Capital's portfolio in Q3 2026, its #104 holding.
Chicago Capital first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 11 quarters since.
2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Chicago Capital's 13F filing for Q3 2026, filed 13 Oct 2026.