DDD Partners
VUG icon

DDD Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

DDD Partners’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 		$549K Hold
6,090
– – 0.03% 118
2026
Q2 		$525K Hold
6,090
– – 0.03% 107
2026
Q1 		$443K Buy
6,090
+84
+1% +$6.54K 0.03% 103
2025
Q4 		$488K Hold
6,006
– – 0.03% 94
2025
Q3 		$480K Sell
6,006
-228
-4% -$17.4K 0.03% 94
2025
Q2 		$456K Hold
6,234
– – 0.05% 83
2025
Q1 		$385K Hold
6,234
– – 0.05% 81
2024
Q4 		$427K Sell
6,234
-60
-1% -$4.03K 0.05% 76
2024
Q3 		$403K Hold
6,294
– – 0.04% 78
2024
Q2 		$392K Hold
6,294
– – 0.05% 78
2024
Q1 		$361K Hold
6,294
– – 0.04% 75
2023
Q4 		$326K Sell
6,294
-48
-0.8% -$2.32K 0.04% 73
2023
Q3 		$297K Hold
6,342
– – 0.04% 78
2023
Q2 		$299K Buy
+6,342
New +$275K 0.04% 76
2020
Q1 		– Sell
-6,834
Closed -$207K – 48
2019
Q4 		$207K Sell
6,834
-402
-6% -$11.6K 0.06% 45
2019
Q3 		$201K Buy
+7,236
New +$201K 0.06% 46
2019
Q2 		– Sell
-7,770
Closed -$203K – 50
2019
Q1 		$203K Sell
7,770
-6,570
-46% -$162K 0.07% 43
2018
Q4 		$321K Sell
14,340
-4,914
-26% -$119K 0.12% 48
2018
Q3 		$517K Sell
19,254
-34,182
-64% -$894K 0.18% 40
2018
Q2 		$1.33M Buy
53,436
+4,200
+9% +$103K 0.54% 36
2018
Q1 		$1.16M Buy
49,236
+10,296
+26% +$251K 0.47% 42
2017
Q4 		$913K Buy
+38,940
New +$894K 0.36% 45

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

DDD Partners's VUG Position: Q3 2026 in Review

DDD Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 6,090 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #118.

DDD Partners first reported a position in VUG in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.33M in Q2 2018. 1,826 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • DDD Partners held 6,090 shares of Vanguard Morningstar Growth ETF worth $549K as of Q3 2026.
  • DDD Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.03% of DDD Partners's portfolio in Q3 2026, its #118 holding.
  • DDD Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 22 quarters since.
  • DDD Partners's Vanguard Morningstar Growth ETF position peaked at $1.33M in Q2 2018.
  • 1,826 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.