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Decision Investments’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Decision Investments’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 		$586K Hold
6,498
– – 0.53% 37
2026
Q2 		$560K Sell
6,498
-54
-0.8% -$4.54K 0.51% 38
2026
Q1 		$477K Buy
6,552
+2,382
+57% +$185K 0.54% 36
2025
Q4 		$339K Buy
+4,170
New +$338K 0.37% 50

Other funds holding VUG

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Decision Investments's VUG Position: Q3 2026 in Review

Decision Investments held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 6,498 shares worth $586K. The position accounts for 0.53% of the portfolio, ranked #37.

Decision Investments first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Decision Investments held 6,498 shares of Vanguard Morningstar Growth ETF worth $586K as of Q3 2026.
  • Decision Investments left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.53% of Decision Investments's portfolio in Q3 2026, its #37 holding.
  • Decision Investments first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.