Claro Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.76M | Buy |
19,555
+16
| +0.1% | +$1.4K | 0.17% | 103 |
|
|
2026
Q2 | $1.68M | Sell |
19,539
-15
| -0.1% | -$1.26K | 0.18% | 97 |
|
|
2026
Q1 | $1.42M | Buy |
19,554
+3,276
| +20% | +$255K | 0.17% | 107 |
|
|
2025
Q4 | $1.32M | Hold |
16,278
| – | – | 0.18% | 105 |
|
|
2025
Q3 | $1.3M | Sell |
16,278
-102
| -0.6% | -$7.79K | 0.19% | 100 |
|
|
2025
Q2 | $1.2M | Buy |
16,380
+144
| +0.9% | +$9.48K | 0.2% | 100 |
|
|
2025
Q1 | $1M | Sell |
16,236
-126
| -0.8% | -$8.5K | 0.13% | 144 |
|
|
2024
Q4 | $1.12M | Sell |
16,362
-2,256
| -12% | -$152K | 0.15% | 123 |
|
|
2024
Q3 | $1.19M | Buy |
18,618
+1,590
| +9% | +$98.6K | 0.15% | 126 |
|
|
2024
Q2 | $1.06M | Buy |
17,028
+1,428
| +9% | +$83.3K | 0.17% | 116 |
|
|
2024
Q1 | $895K | Buy |
15,600
+6
| +0% | +$330 | 0.16% | 152 |
|
|
2023
Q4 | $808K | Sell |
15,594
-1,356
| -8% | -$65.5K | 0.18% | 133 |
|
|
2023
Q3 | $769K | Buy |
16,950
+42
| +0.2% | +$1.98K | 0.19% | 125 |
|
|
2023
Q2 | $798K | Hold |
16,908
| – | – | 0.2% | 124 |
|
|
2023
Q1 | $703K | Hold |
16,908
| – | – | 0.21% | 120 |
|
|
2022
Q4 | $601K | Buy |
16,908
+1,194
| +8% | +$43.9K | 0.2% | 129 |
|
|
2022
Q3 | $584K | Hold |
15,714
| – | – | 0.23% | 111 |
|
|
2022
Q2 | $584K | Sell |
15,714
-204
| -1% | -$8.38K | 0.23% | 111 |
|
|
2022
Q1 | $851K | Hold |
15,918
| – | – | 0.31% | 83 |
|
|
2021
Q4 | $851K | Buy |
15,918
+2,052
| +15% | +$107K | 0.31% | 83 |
|
|
2021
Q3 | $671K | Buy |
13,866
+348
| +3% | +$17.3K | 0.28% | 99 |
|
|
2021
Q2 | $646K | Hold |
13,518
| – | – | 0.29% | 96 |
|
|
2021
Q1 | $579K | Sell |
13,518
-27,024
| -67% | -$1.16M | 0.29% | 93 |
|
|
2020
Q4 | $1.71M | Sell |
40,542
-1,848
| -4% | -$73.8K | 0.91% | 22 |
|
|
2020
Q3 | $1.61M | Buy |
42,390
+12
| +0% | +$443 | 1.02% | 17 |
|
|
2020
Q2 | $1.43M | Sell |
42,378
-3,720
| -8% | -$114K | 0.98% | 17 |
|
|
2020
Q1 | $1.2M | Sell |
46,098
-4,296
| -9% | -$129K | 1.12% | 16 |
|
|
2019
Q4 | $1.53M | Buy |
50,394
+1,350
| +3% | +$39K | 1.18% | 18 |
|
|
2019
Q3 | $1.36M | Sell |
49,044
-30
| -0.1% | -$832 | 1.21% | 19 |
|
|
2019
Q2 | $1.34M | Buy |
49,074
+924
| +2% | +$24.7K | 1.23% | 18 |
|
|
2019
Q1 | $1.26M | Buy |
48,150
+498
| +1% | +$12.3K | 1.24% | 17 |
|
|
2018
Q4 | $1.28M | Buy |
+47,652
| New | +$1.15M | 1.02% | 17 |
|
Other funds holding VUG
Claro Advisors's VUG Position: Q3 2026 in Review
Claro Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.08% in Q3 2026, buying an estimated $1.4K and bringing the position to 19,555 shares worth $1.76M. The position accounts for 0.17% of the portfolio, ranked #103.
Claro Advisors first reported a position in VUG in Q4 2018 and has held it in 32 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.
- Claro Advisors held 19,555 shares of Vanguard Morningstar Growth ETF worth $1.76M as of Q3 2026.
- Claro Advisors bought 16 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.4K.
- Vanguard Morningstar Growth ETF made up 0.17% of Claro Advisors's portfolio in Q3 2026, its #103 holding.
- Claro Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 32 quarters since.
- 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.
Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.