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

Courier 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
Q2 		$320K Buy
3,716
+2
+0.1% +$168 0.02% 338
2026
Q1 		$271K Hold
3,714
– – 0.02% 339
2025
Q4 		$302K Buy
3,714
+1,032
+38% +$83.8K 0.02% 323
2025
Q3 		$215K Buy
+2,682
New +$205K 0.01% 374
2024
Q3 		– Sell
-3,612
Closed -$225K – 367
2024
Q2 		$225K Sell
3,612
-360
-9% -$21K 0.02% 311
2024
Q1 		$228K Buy
+3,972
New +$218K 0.02% 331
2022
Q2 		– Sell
-4,728
Closed -$227K – 302
2022
Q1 		$227K Hold
4,728
– – 0.02% 274
2021
Q4 		$253K Hold
4,728
– – 0.02% 270
2021
Q3 		$229K Sell
4,728
-810
-15% -$40.3K 0.02% 284
2021
Q2 		$265K Hold
5,538
– – 0.03% 271
2021
Q1 		$237K Sell
5,538
-4,998
-47% -$214K 0.02% 282
2020
Q4 		$445K Hold
10,536
– – 0.05% 185
2020
Q3 		$423K Sell
10,536
-462
-4% -$17.1K 0.05% 181
2020
Q2 		$376K Hold
10,998
– – 0.05% 187
2020
Q1 		$308K Hold
10,998
– – 0.05% 196
2019
Q4 		$344K Hold
10,998
– – 0.04% 207
2019
Q3 		$300K Hold
10,998
– – 0.04% 215
2019
Q2 		$299K Hold
10,998
– – 0.04% 218
2019
Q1 		$287K Sell
10,998
-168
-2% -$4.15K 0.04% 220
2018
Q4 		$250K Buy
11,166
+612
+6% +$14.8K 0.04% 220
2018
Q3 		$283K Sell
10,554
-168
-2% -$4.39K 0.03% 235
2018
Q2 		$268K Sell
10,722
-288
-3% -$7.06K 0.03% 241
2018
Q1 		$260K Sell
11,010
-120
-1% -$2.92K 0.03% 239
2017
Q4 		$261K Sell
11,130
-132
-1% -$3.03K 0.03% 245
2017
Q3 		$249K Hold
11,262
– – 0.03% 239
2017
Q2 		$238K Buy
11,262
+492
+5% +$10.3K 0.04% 239
2017
Q1 		$218K Buy
+10,770
New +$212K 0.04% 249

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Courier Capital's VUG Position: Q2 2026 in Review

Courier Capital increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.05% in Q2 2026, buying an estimated $168 and bringing the position to 3,716 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #338.

Courier Capital first reported a position in VUG in Q1 2017 and has held it in 27 quarters since. The position peaked at $445K in Q4 2020. 1,502 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Courier Capital held 3,716 shares of Vanguard Morningstar Growth ETF worth $320K as of Q2 2026.
  • Courier Capital bought 2 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $168.
  • Vanguard Morningstar Growth ETF made up 0.02% of Courier Capital's portfolio in Q2 2026, its #338 holding.
  • Courier Capital first reported a position in Vanguard Morningstar Growth ETF in Q1 2017 and has held it in 27 quarters since.
  • Courier Capital's Vanguard Morningstar Growth ETF position peaked at $445K in Q4 2020.
  • 1,502 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.