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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

DDD Partners's VUG Position: Q2 2026 in Review

DDD Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 6,090 shares worth $525K. The position accounts for 0.03% of the portfolio, ranked #107.

DDD Partners first reported a position in VUG in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.33M in Q2 2018. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

DDD Partners held 6,090 shares of Vanguard Morningstar Growth ETF worth $525K as of Q2 2026.
DDD Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.03% of DDD Partners's portfolio in Q2 2026, its #107 holding.
DDD Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 21 quarters since.
DDD Partners's Vanguard Morningstar Growth ETF position peaked at $1.33M in Q2 2018.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on DDD Partners's 13F filing for Q2 2026, filed 5 Aug 2026.