DJYG
VUG icon

David J. Yvars Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

David J. Yvars Group’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 		$296K Buy
3,283
+1
+0% +$88 0.14% 75
2026
Q2 		$283K Hold
3,282
– – 0.13% 72
2026
Q1 		$239K Hold
3,282
– – 0.13% 75
2025
Q4 		$267K Hold
3,282
– – 0.14% 72
2025
Q3 		$262K Hold
3,282
– – 0.14% 74
2025
Q2 		$240K Hold
3,282
– – 0.14% 70
2025
Q1 		$203K Hold
3,282
– – 0.16% 63
2024
Q4 		$225K Hold
3,282
– – 0.14% 69
2024
Q3 		$210K Hold
3,282
– – 0.13% 71
2024
Q2 		$205K Buy
+3,282
New +$191K 0.13% 68

Other funds holding VUG

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

David J. Yvars Group's VUG Position: Q3 2026 in Review

David J. Yvars Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.03% in Q3 2026, buying an estimated $88 and bringing the position to 3,283 shares worth $296K. The position accounts for 0.14% of the portfolio, ranked #75.

David J. Yvars Group first reported a position in VUG in Q2 2024 and has held it in 10 quarters since. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • David J. Yvars Group held 3,283 shares of Vanguard Morningstar Growth ETF worth $296K as of Q3 2026.
  • David J. Yvars Group bought 1 Vanguard Morningstar Growth ETF share in Q3 2026, an estimated $88.
  • Vanguard Morningstar Growth ETF made up 0.14% of David J. Yvars Group's portfolio in Q3 2026, its #75 holding.
  • David J. Yvars Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 10 quarters since.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.