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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DDD Partners's VUG Position: Q1 2026 in Review

DDD Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q1 2026, buying an estimated $6.54K and bringing the position to 6,090 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #103.

DDD Partners first reported a position in VUG in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.33M in Q2 2018. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • DDD Partners held 6,090 shares of Vanguard Morningstar Growth ETF worth $443K as of Q1 2026.
  • DDD Partners bought 84 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $6.54K.
  • Vanguard Morningstar Growth ETF made up 0.03% of DDD Partners's portfolio in Q1 2026, its #103 holding.
  • DDD Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 20 quarters since.
  • DDD Partners's Vanguard Morningstar Growth ETF position peaked at $1.33M in Q2 2018.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.