Clarus Wealth 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
Q2 | $8.75M | Sell |
101,757
-489
| -0.5% | -$41.1K | 3.37% | 8 |
|
|
2026
Q1 | $7.58M | Buy |
102,246
+2,370
| +2% | +$184K | 3.23% | 7 |
|
|
2025
Q4 | $8.18M | Sell |
99,876
-186
| -0.2% | -$15.1K | 3.39% | 7 |
|
|
2025
Q3 | $8.03M | Sell |
100,062
-2,694
| -3% | -$206K | 3.55% | 7 |
|
|
2025
Q2 | $7.51M | Sell |
102,756
-1,626
| -2% | -$107K | 3.47% | 8 |
|
|
2025
Q1 | $6.4M | Buy |
104,382
+17,232
| +20% | +$1.16M | 3.42% | 11 |
|
|
2024
Q4 | $5.89M | Buy |
87,150
+240
| +0.3% | +$16.1K | 2.93% | 8 |
|
|
2024
Q3 | $5.49M | Buy |
86,910
+990
| +1% | +$61.4K | 2.8% | 9 |
|
|
2024
Q2 | $5.61M | Sell |
85,920
-270
| -0.3% | -$15.7K | 2.98% | 9 |
|
|
2024
Q1 | $4.9M | Sell |
86,190
-4,860
| -5% | -$267K | 2.77% | 10 |
|
|
2023
Q4 | $4.78M | Buy |
+91,050
| New | +$4.39M | 2.83% | 8 |
|
|
2023
Q2 | $3.8M | Buy |
81,342
+258
| +0.3% | +$11.2K | 2.31% | 12 |
|
|
2023
Q1 | $3.34M | Sell |
81,084
-8,460
| -9% | -$329K | 2.1% | 13 |
|
|
2022
Q4 | $3.25M | Buy |
89,544
+756
| +0.9% | +$27.8K | 2.13% | 17 |
|
|
2022
Q3 | $3.16M | Sell |
88,788
-1,812
| -2% | -$72.8K | 2.26% | 16 |
|
|
2022
Q2 | $3.48M | Buy |
90,600
+52,032
| +135% | +$2.14M | 2.45% | 15 |
|
|
2022
Q1 | $1.75M | Buy |
38,568
+2,664
| +7% | +$126K | 1.09% | 24 |
|
|
2021
Q4 | $1.85M | Buy |
35,904
+456
| +1% | +$23.8K | 1.06% | 24 |
|
|
2021
Q3 | $1.72M | Sell |
35,448
-4,260
| -11% | -$212K | 1.06% | 25 |
|
|
2021
Q2 | $1.94M | Buy |
39,708
+2,436
| +7% | +$111K | 1.22% | 25 |
|
|
2021
Q1 | $1.69M | Sell |
37,272
-3,732
| -9% | -$160K | 1.06% | 25 |
|
|
2020
Q4 | $1.73M | Sell |
41,004
-1,104
| -3% | -$44.1K | 1.15% | 21 |
|
|
2020
Q3 | $1.59M | Buy |
42,108
+702
| +2% | +$25.9K | 1.23% | 20 |
|
|
2020
Q2 | $1.44M | Sell |
41,406
-4,026
| -9% | -$124K | 1.21% | 17 |
|
|
2020
Q1 | $1.14M | Buy |
45,432
+17,292
| +61% | +$518K | 1.14% | 18 |
|
|
2019
Q4 | $881K | Buy |
28,140
+19,614
| +230% | +$566K | 0.58% | 39 |
|
|
2019
Q3 | $236K | Buy |
8,526
+18
| +0.2% | +$499 | 0.17% | 119 |
|
|
2019
Q2 | $232K | Buy |
8,508
+1,224
| +17% | +$32.7K | 0.17% | 102 |
|
|
2019
Q1 | $190K | Buy |
7,284
+30
| +0.4% | +$740 | 0.14% | 105 |
|
|
2018
Q4 | $162K | Buy |
7,254
+48
| +0.7% | +$1.16K | 0.25% | 106 |
|
|
2018
Q3 | $193K | Sell |
7,206
-228
| -3% | -$5.96K | 0.13% | 130 |
|
|
2018
Q2 | $176K | Buy |
+7,434
| New | +$182K | 0.13% | 128 |
|
Other funds holding VUG
EWA
Clarus Wealth Advisors's VUG Position: Q2 2026 in Review
Clarus Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.48% in Q2 2026, selling an estimated $41.1K and leaving 101,757 shares worth $8.75M. The position accounts for 3.37% of the portfolio, ranked #8.
Clarus Wealth Advisors first reported a position in VUG in Q2 2018 and has held it in 32 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Clarus Wealth Advisors held 101,757 shares of Vanguard Morningstar Growth ETF worth $8.75M as of Q2 2026.
- Clarus Wealth Advisors sold 489 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $41.1K.
- Vanguard Morningstar Growth ETF made up 3.37% of Clarus Wealth Advisors's portfolio in Q2 2026, its #8 holding.
- Clarus Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2018 and has held it in 32 quarters since.
- 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.