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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
Q3 		$17.9M Sell
198,976
-2,759
-1% -$241K 3.53% 10
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 		$9.6M Buy
+269,742
New +$9.9M 3.96% 10

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
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
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
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

DDFG Inc's VUG Position: Q3 2026 in Review

DDFG Inc reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q3 2026, selling an estimated $241K and leaving 198,976 shares worth $17.9M. The position accounts for 3.53% of the portfolio, ranked #10.

DDFG Inc first reported a position in VUG in Q4 2022 and has held it in 16 quarters since. 1,503 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • DDFG Inc held 198,976 shares of Vanguard Morningstar Growth ETF worth $17.9M as of Q3 2026.
  • DDFG Inc sold 2,759 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $241K.
  • Vanguard Morningstar Growth ETF made up 3.53% of DDFG Inc's portfolio in Q3 2026, its #10 holding.
  • DDFG Inc first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.