Courier Capital
VUG icon

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
Q3 		$297K Sell
3,299
-417
-11% -$36.5K 0.01% 344
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% -$4.4K 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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Courier Capital's VUG Position: Q3 2026 in Review

Courier Capital reduced its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q3 2026, selling an estimated $36.5K and leaving 3,299 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #344.

Courier Capital first reported a position in VUG in Q1 2017 and has held it in 28 quarters since. The position peaked at $445K in Q4 2020. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Courier Capital held 3,299 shares of Vanguard Morningstar Growth ETF worth $297K as of Q3 2026.
  • Courier Capital sold 417 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $36.5K.
  • Vanguard Morningstar Growth ETF made up 0.01% of Courier Capital's portfolio in Q3 2026, its #344 holding.
  • Courier Capital first reported a position in Vanguard Morningstar Growth ETF in Q1 2017 and has held it in 28 quarters since.
  • Courier Capital's Vanguard Morningstar Growth ETF position peaked at $445K in Q4 2020.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.