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DDFG Inc’s Vanguard Morningstar Growth ETF VUG Stock Holding History

DDFG Inc’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 		$17.4M Sell
201,735
-2,667
-1% -$224K 3.45% 11
2026
Q1 		$14.9M Sell
204,402
-1,968
-1% -$153K 3.21% 9
2025
Q4 		$16.8M Sell
206,370
-15,648
-7% -$1.27M 3.67% 10
2025
Q3 		$17.7M Sell
222,018
-4,014
-2% -$307K 4.1% 10
2025
Q2 		$16.5M Buy
226,032
+12,006
+6% +$790K 4.15% 10
2025
Q1 		$13.2M Sell
214,026
-11,556
-5% -$779K 3.67% 10
2024
Q4 		$15.4M Sell
225,582
-1,038
-0.5% -$69.7K 4.45% 8
2024
Q3 		$14.5M Sell
226,620
-5,010
-2% -$311K 4.14% 8
2024
Q2 		$14.4M Sell
231,630
-3,222
-1% -$188K 4.46% 9
2024
Q1 		$13.5M Sell
234,852
-4,728
-2% -$260K 4.28% 11
2023
Q4 		$12.4M Sell
239,580
-4,356
-2% -$210K 4.2% 10
2023
Q3 		$11.1M Sell
243,936
-20,394
-8% -$963K 4.08% 10
2023
Q2 		$12.5M Sell
264,330
-1,338
-0.5% -$58K 4.59% 8
2023
Q1 		$11M Sell
265,668
-4,074
-2% -$158K 4.29% 10
2022
Q4 		$9.58M Buy
+269,742
New +$9.92M 3.96% 10

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

DDFG Inc's VUG Position: Q2 2026 in Review

DDFG Inc reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q2 2026, selling an estimated $224K and leaving 201,735 shares worth $17.4M. The position accounts for 3.45% of the portfolio, ranked #11.

DDFG Inc first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.7M in Q3 2025. 1,604 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • DDFG Inc held 201,735 shares of Vanguard Morningstar Growth ETF worth $17.4M as of Q2 2026.
  • DDFG Inc sold 2,667 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $224K.
  • Vanguard Morningstar Growth ETF made up 3.45% of DDFG Inc's portfolio in Q2 2026, its #11 holding.
  • DDFG Inc first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • DDFG Inc's Vanguard Morningstar Growth ETF position peaked at $17.7M in Q3 2025.
  • 1,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.