Clean Yield Group
VUG icon

Clean Yield Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Clean Yield Group’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 		$158K Hold
1,758
– – 0.04% 165
2026
Q2 		$151K Hold
1,758
– – 0.04% 168
2026
Q1 		$128K Sell
1,758
-300
-15% -$23.3K 0.04% 166
2025
Q4 		$167K Sell
2,058
-6
-0.3% -$487 0.05% 148
2025
Q3 		$165K Sell
2,064
-360
-15% -$27.5K 0.05% 141
2025
Q2 		$177K Hold
2,424
– – 0.05% 134
2025
Q1 		$150K Hold
2,424
– – 0.05% 145
2024
Q4 		$166K Hold
2,424
– – 0.05% 143
2024
Q3 		$155K Hold
2,424
– – 0.05% 147
2024
Q2 		$151K Hold
2,424
– – 0.06% 137
2024
Q1 		$139K Sell
2,424
-600
-20% -$33K 0.05% 149
2023
Q4 		$157K Hold
3,024
– – 0.07% 136
2023
Q3 		$143K Sell
3,024
-396
-12% -$18.7K 0.06% 140
2023
Q2 		$161K Buy
3,420
+6
+0.2% +$260 0.07% 136
2023
Q1 		$142K Sell
3,414
-1,800
-35% -$70K 0.06% 149
2022
Q4 		$185K Buy
5,214
+396
+8% +$14.6K 0.08% 134
2022
Q3 		$172K Hold
4,818
– – 0.08% 135
2022
Q2 		$179K Hold
4,818
– – 0.07% 146
2022
Q1 		$231K Sell
4,818
-1,200
-20% -$56.8K 0.08% 134
2021
Q4 		$322K Hold
6,018
– – 0.1% 123
2021
Q3 		$291K Hold
6,018
– – 0.1% 130
2021
Q2 		$288K Hold
6,018
– – 0.1% 119
2021
Q1 		$258K Sell
6,018
-1,200
-17% -$51.3K 0.1% 124
2020
Q4 		$305K Buy
+7,218
New +$288K 0.11% 106

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Clean Yield Group's VUG Position: Q3 2026 in Review

Clean Yield Group held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 1,758 shares worth $158K. The position accounts for 0.04% of the portfolio, ranked #165.

Clean Yield Group first reported a position in VUG in Q4 2020 and has held it in 24 quarters since. The position peaked at $322K in Q4 2021. 1,438 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Clean Yield Group held 1,758 shares of Vanguard Morningstar Growth ETF worth $158K as of Q3 2026.
  • Clean Yield Group left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.04% of Clean Yield Group's portfolio in Q3 2026, its #165 holding.
  • Clean Yield Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Clean Yield Group's Vanguard Morningstar Growth ETF position peaked at $322K in Q4 2021.
  • 1,438 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.