D.B. Root & Company’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 | $619K | Sell |
7,188
-72
| -1% | -$6.06K | 0.13% | 104 |
|
|
2026
Q1 | $529K | Buy |
7,260
+3,012
| +71% | +$234K | 0.13% | 113 |
|
|
2025
Q4 | $345K | Sell |
4,248
-312
| -7% | -$25.3K | 0.08% | 142 |
|
|
2025
Q3 | $364K | Sell |
4,560
-528
| -10% | -$40.3K | 0.09% | 134 |
|
|
2025
Q2 | $372K | Hold |
5,088
| – | – | 0.11% | 130 |
|
|
2025
Q1 | $314K | Buy |
5,088
+6
| +0.1% | +$405 | 0.1% | 130 |
|
|
2024
Q4 | $348K | Hold |
5,082
| – | – | 0.11% | 130 |
|
|
2024
Q3 | $326K | Sell |
5,082
-870
| -15% | -$53.9K | 0.11% | 134 |
|
|
2024
Q2 | $371K | Sell |
5,952
-12
| -0.2% | -$700 | 0.13% | 137 |
|
|
2024
Q1 | $342K | Buy |
5,964
+6
| +0.1% | +$330 | 0.12% | 142 |
|
|
2023
Q4 | $309K | Buy |
5,958
+6
| +0.1% | +$290 | 0.11% | 142 |
|
|
2023
Q3 | $270K | Hold |
5,952
| – | – | 0.11% | 148 |
|
|
2023
Q2 | $281K | Sell |
5,952
-114
| -2% | -$4.94K | 0.11% | 153 |
|
|
2023
Q1 | $252K | Sell |
6,066
-2,094
| -26% | -$81.4K | 0.1% | 155 |
|
|
2022
Q4 | $290K | Buy |
8,160
+6
| +0.1% | +$221 | 0.12% | 136 |
|
|
2022
Q3 | $290K | Sell |
8,154
-954
| -10% | -$38.3K | 0.13% | 135 |
|
|
2022
Q2 | $338K | Buy |
9,108
+6
| +0.1% | +$246 | 0.15% | 133 |
|
|
2022
Q1 | $436K | Sell |
9,102
-3,414
| -27% | -$161K | 0.16% | 133 |
|
|
2021
Q4 | $669K | Buy |
12,516
+354
| +3% | +$18.4K | 0.24% | 107 |
|
|
2021
Q3 | $588K | Buy |
12,162
+156
| +1% | +$7.76K | 0.23% | 113 |
|
|
2021
Q2 | $573K | Buy |
12,006
+192
| +2% | +$8.72K | 0.21% | 122 |
|
|
2021
Q1 | $506K | Buy |
11,814
+3,000
| +34% | +$128K | 0.2% | 132 |
|
|
2020
Q4 | $372K | Sell |
8,814
-22,302
| -72% | -$890K | 0.15% | 162 |
|
|
2020
Q3 | $1.18M | Buy |
31,116
+54
| +0.2% | +$1.99K | 0.47% | 47 |
|
|
2020
Q2 | $1.05M | Buy |
31,062
+66
| +0.2% | +$2.03K | 0.45% | 55 |
|
|
2020
Q1 | $809K | Sell |
30,996
-186
| -0.6% | -$5.57K | 0.41% | 68 |
|
|
2019
Q4 | $946K | Buy |
31,182
+354
| +1% | +$10.2K | 0.42% | 70 |
|
|
2019
Q3 | $854K | Buy |
30,828
+114
| +0.4% | +$3.16K | 0.4% | 77 |
|
|
2019
Q2 | $836K | Buy |
30,714
+66
| +0.2% | +$1.76K | 0.37% | 79 |
|
|
2019
Q1 | $799K | Hold |
30,648
| – | – | 0.34% | 88 |
|
|
2018
Q4 | $686K | Sell |
30,648
-18,996
| -38% | -$460K | 0.34% | 88 |
|
|
2018
Q3 | $1.33M | Sell |
49,644
-2,604
| -5% | -$68.1K | 0.59% | 45 |
|
|
2018
Q2 | $1.3M | Sell |
52,248
-2,706
| -5% | -$66.4K | 0.62% | 41 |
|
|
2018
Q1 | $1.3M | Buy |
54,954
+37,026
| +207% | +$903K | 0.69% | 40 |
|
|
2017
Q4 | $420K | Buy |
+17,928
| New | +$412K | 0.36% | 73 |
|
Other funds holding VUG
EWA
D.B. Root & Company's VUG Position: Q2 2026 in Review
D.B. Root & Company reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.99% in Q2 2026, selling an estimated $6.06K and leaving 7,188 shares worth $619K. The position accounts for 0.13% of the portfolio, ranked #104.
D.B. Root & Company first reported a position in VUG in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.33M in Q3 2018. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- D.B. Root & Company held 7,188 shares of Vanguard Morningstar Growth ETF worth $619K as of Q2 2026.
- D.B. Root & Company sold 72 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $6.06K.
- Vanguard Morningstar Growth ETF made up 0.13% of D.B. Root & Company's portfolio in Q2 2026, its #104 holding.
- D.B. Root & Company first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 35 quarters since.
- D.B. Root & Company's Vanguard Morningstar Growth ETF position peaked at $1.33M in Q3 2018.
- 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.