Continuum Advisory’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
Q1
$3.48M Buy
47,802
+2,496
+6% +$194K 0.33% 72
2025
Q4
$3.68M Buy
45,306
+2,004
+5% +$163K 0.37% 64
2025
Q3
$3.46M Sell
43,302
-18
-0% -$1.38K 0.37% 71
2025
Q2
$3.17M Buy
43,320
+1,734
+4% +$114K 0.38% 65
2025
Q1
$2.57M Buy
41,586
+1,848
+5% +$125K 0.33% 74
2024
Q4
$2.72M Buy
39,738
+1,548
+4% +$104K 0.35% 69
2024
Q3
$2.59M Sell
38,190
-2,490
-6% -$154K 0.33% 75
2024
Q2
$2.54M Buy
40,680
+882
+2% +$51.4K 0.37% 64
2024
Q1
$2.28M Buy
39,798
+870
+2% +$47.8K 0.34% 72
2023
Q4
$2.02M Buy
38,928
+3,576
+10% +$173K 0.29% 89
2023
Q3
$1.6M Buy
35,352
+6,264
+22% +$296K 0.26% 103
2023
Q2
$1.37M Buy
29,088
+5,400
+23% +$234K 0.22% 129
2023
Q1
$985K Buy
23,688
+3,318
+16% +$129K 0.17% 150
2022
Q4
$723K Sell
20,370
-31,830
-61% -$1.17M 0.13% 187
2022
Q3
$1.86M Buy
52,200
+1,080
+2% +$43.4K 0.33% 74
2022
Q2
$1.9M Buy
51,120
+2,676
+6% +$110K 0.35% 77
2022
Q1
$2.02M Buy
48,444
+4,554
+10% +$215K 0.38% 64
2021
Q4
$2.35M Buy
43,890
+9,642
+28% +$502K 0.53% 45
2021
Q3
$1.66M Buy
34,248
+4,476
+15% +$223K 0.44% 54
2021
Q2
$1.42M Buy
29,772
+23,802
+399% +$1.08M 0.44% 55
2021
Q1
$275K Sell
5,970
-1,488
-20% -$63.7K 0.11% 147
2020
Q4
$315K Sell
7,458
-564
-7% -$22.5K 0.14% 116
2020
Q3
$308K Buy
8,022
+1,236
+18% +$45.6K 0.17% 114
2020
Q2
$231K Buy
+6,786
New +$209K 0.14% 125
2020
Q1
Sell
-6,798
Closed -$206K 161
2019
Q4
$206K Buy
+6,798
New +$196K 0.12% 128
2019
Q1
Sell
-24,768
Closed -$555K 164
2018
Q4
$555K Sell
24,768
-3,432
-12% -$83.1K 0.41% 65
2018
Q3
$759K Buy
28,200
+1,500
+6% +$39.2K 0.5% 57
2018
Q2
$667K Buy
26,700
+9,336
+54% +$229K 0.49% 57
2018
Q1
$411K Sell
17,364
-3,180
-15% -$77.5K 0.34% 74
2017
Q4
$482K Sell
20,544
-576
-3% -$13.2K 0.37% 69
2017
Q3
$467K Buy
21,120
+2,046
+11% +$44.5K 0.41% 62
2017
Q2
$404K Buy
19,074
+6,360
+50% +$133K 0.4% 76
2017
Q1
$258K Buy
+12,714
New +$251K 0.31% 96

Other funds holding VUG

Continuum Advisory's VUG Position: Q1 2026 in Review

Continuum Advisory increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.5% in Q1 2026, buying an estimated $194K and bringing the position to 47,802 shares worth $3.48M. The position accounts for 0.33% of the portfolio, ranked #72.

Continuum Advisory first reported a position in VUG in Q1 2017 and has held it in 33 quarters since. The position peaked at $3.68M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Continuum Advisory held 47,802 shares of Vanguard Morningstar Growth ETF worth $3.48M as of Q1 2026.
  • Continuum Advisory bought 2,496 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $194K.
  • Vanguard Morningstar Growth ETF made up 0.33% of Continuum Advisory's portfolio in Q1 2026, its #72 holding.
  • Continuum Advisory first reported a position in Vanguard Morningstar Growth ETF in Q1 2017 and has held it in 33 quarters since.
  • Continuum Advisory's Vanguard Morningstar Growth ETF position peaked at $3.68M in Q4 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.