CX Institutional’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 | $5.24M | Sell |
60,816
-2,862
| -4% | -$241K | 0.15% | 150 |
|
|
2026
Q1 | $4.64M | Sell |
63,678
-14,586
| -19% | -$1.13M | 0.14% | 171 |
|
|
2025
Q4 | $6.36M | Sell |
78,264
-4,920
| -6% | -$399K | 0.19% | 134 |
|
|
2025
Q3 | $6.65M | Sell |
83,184
-2,688
| -3% | -$205K | 0.2% | 119 |
|
|
2025
Q2 | $6.27M | Sell |
85,872
-110,934
| -56% | -$7.3M | 0.22% | 112 |
|
|
2025
Q1 | $12.2M | Buy |
196,806
+47,376
| +32% | +$3.19M | 0.46% | 54 |
|
|
2024
Q4 | $10.2M | Buy |
149,430
+59,118
| +65% | +$3.97M | 0.41% | 56 |
|
|
2024
Q3 | $5.78M | Sell |
90,312
-507,798
| -85% | -$31.5M | 0.26% | 107 |
|
|
2024
Q2 | $37.3M | Buy |
598,110
+358,320
| +149% | +$20.9M | 1.75% | 6 |
|
|
2024
Q1 | $13.8M | Buy |
239,790
+170,664
| +247% | +$9.38M | 0.66% | 42 |
|
|
2023
Q4 | $3.58M | Sell |
69,126
-19,884
| -22% | -$960K | 0.19% | 146 |
|
|
2023
Q3 | $4.04M | Sell |
89,010
-61,830
| -41% | -$2.92M | 0.22% | 114 |
|
|
2023
Q2 | $7.11M | Sell |
150,840
-72,288
| -32% | -$3.13M | 0.37% | 74 |
|
|
2023
Q1 | $9.27M | Buy |
223,128
+60,036
| +37% | +$2.33M | 0.49% | 57 |
|
|
2022
Q4 | $5.79M | Buy |
163,092
+11,694
| +8% | +$430K | 0.35% | 72 |
|
|
2022
Q3 | $5.4M | Sell |
151,398
-4,398
| -3% | -$177K | 0.37% | 66 |
|
|
2022
Q2 | $5.79M | Buy |
155,796
+33,690
| +28% | +$1.38M | 0.44% | 52 |
|
|
2022
Q1 | $5.85M | Sell |
122,106
-80,244
| -40% | -$3.8M | 0.47% | 51 |
|
|
2021
Q4 | $10.8M | Sell |
202,350
-108,540
| -35% | -$5.65M | 0.86% | 27 |
|
|
2021
Q3 | $15M | Buy |
310,890
+101,802
| +49% | +$5.07M | 1.23% | 14 |
|
|
2021
Q2 | $9.99M | Buy |
209,088
+24,300
| +13% | +$1.1M | 0.82% | 30 |
|
|
2021
Q1 | $7.92M | Sell |
184,788
-119,286
| -39% | -$5.1M | 0.71% | 35 |
|
|
2020
Q4 | $12.8M | Sell |
304,074
-63,498
| -17% | -$2.53M | 1.24% | 14 |
|
|
2020
Q3 | $13.9M | Sell |
367,572
-33,906
| -8% | -$1.25M | 1.5% | 11 |
|
|
2020
Q2 | $13.5M | Buy |
401,478
+236,568
| +143% | +$7.28M | 1.78% | 10 |
|
|
2020
Q1 | $4.31M | Buy |
164,910
+58,968
| +56% | +$1.77M | 0.7% | 34 |
|
|
2019
Q4 | $3.22M | Sell |
105,942
-2,538
| -2% | -$73.3K | 0.56% | 40 |
|
|
2019
Q3 | $3.01M | Sell |
108,480
-42,882
| -28% | -$1.19M | 0.49% | 52 |
|
|
2019
Q2 | $4.12M | Buy |
151,362
+26,994
| +22% | +$721K | 0.65% | 38 |
|
|
2019
Q1 | $3.24M | Buy |
124,368
+28,194
| +29% | +$696K | 0.57% | 46 |
|
|
2018
Q4 | $2.15M | Buy |
96,174
+34,584
| +56% | +$838K | 0.45% | 50 |
|
|
2018
Q3 | $1.65M | Buy |
61,590
+12,108
| +24% | +$317K | 0.55% | 51 |
|
|
2018
Q2 | $1.24M | Buy |
+49,482
| New | +$1.21M | 0.46% | 67 |
|
Other funds holding VUG
EWA
CX Institutional's VUG Position: Q2 2026 in Review
CX Institutional reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.5% in Q2 2026, selling an estimated $241K and leaving 60,816 shares worth $5.24M. The position accounts for 0.15% of the portfolio, ranked #150.
CX Institutional first reported a position in VUG in Q2 2018 and has held it in 33 quarters since. The position peaked at $37.3M in Q2 2024. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- CX Institutional held 60,816 shares of Vanguard Morningstar Growth ETF worth $5.24M as of Q2 2026.
- CX Institutional sold 2,862 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $241K.
- Vanguard Morningstar Growth ETF made up 0.15% of CX Institutional's portfolio in Q2 2026, its #150 holding.
- CX Institutional first reported a position in Vanguard Morningstar Growth ETF in Q2 2018 and has held it in 33 quarters since.
- CX Institutional's Vanguard Morningstar Growth ETF position peaked at $37.3M in Q2 2024.
- 2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.