DeDora Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.5M | Sell |
353,822
-41,782
| -11% | -$3.52M | 6.62% | 1 |
|
|
2026
Q1 | $28.8M | Sell |
395,604
-5,232
| -1% | -$407K | 7.06% | 2 |
|
|
2025
Q4 | $32.6M | Sell |
400,836
-18,876
| -4% | -$1.53M | 7.71% | 1 |
|
|
2025
Q3 | $33.5M | Sell |
419,712
-7,188
| -2% | -$549K | 8.1% | 1 |
|
|
2025
Q2 | $31.2M | Sell |
426,900
-6,702
| -2% | -$441K | 8.14% | 1 |
|
|
2025
Q1 | $26.8M | Sell |
433,602
-7,254
| -2% | -$489K | 7.72% | 2 |
|
|
2024
Q4 | $30.2M | Sell |
440,856
-5,958
| -1% | -$400K | 8.26% | 1 |
|
|
2024
Q3 | $28.6M | Sell |
446,814
-1,776
| -0.4% | -$110K | 7.99% | 1 |
|
|
2024
Q2 | $28M | Sell |
448,590
-834
| -0.2% | -$48.6K | 8.59% | 1 |
|
|
2024
Q1 | $25.8M | Sell |
449,424
-996
| -0.2% | -$54.8K | 8.21% | 1 |
|
|
2023
Q4 | $23.3M | Sell |
450,420
-882
| -0.2% | -$42.6K | 8.19% | 2 |
|
|
2023
Q3 | $20.5M | Buy |
451,302
+6,462
| +1% | +$305K | 8.07% | 2 |
|
|
2023
Q2 | $21M | Buy |
444,840
+7,266
| +2% | +$315K | 8.13% | 2 |
|
|
2023
Q1 | $18.2M | Buy |
437,574
+17,448
| +4% | +$679K | 7.76% | 2 |
|
|
2022
Q4 | $14.9M | Buy |
420,126
+15,636
| +4% | +$575K | 7.08% | 2 |
|
|
2022
Q3 | $14.4M | Buy |
404,490
+3,816
| +1% | +$153K | 7.51% | 2 |
|
|
2022
Q2 | $14.9M | Sell |
400,674
-696
| -0.2% | -$28.6K | 7.5% | 2 |
|
|
2022
Q1 | $19.2M | Buy |
401,370
+14,976
| +4% | +$708K | 7.78% | 1 |
|
|
2021
Q4 | $20.7M | Sell |
386,394
-5,262
| -1% | -$274K | 11.76% | 2 |
|
|
2021
Q3 | $18.9M | Sell |
391,656
-6,594
| -2% | -$328K | 8.23% | 1 |
|
|
2021
Q2 | $19M | Buy |
398,250
+2,046
| +0.5% | +$92.9K | 8.3% | 1 |
|
|
2021
Q1 | $17M | Buy |
396,204
+7,800
| +2% | +$334K | 8.03% | 1 |
|
|
2020
Q4 | $16.4M | Hold |
388,404
| – | – | 8.09% | 1 |
|
|
2020
Q3 | $14.7M | Sell |
388,404
-5,886
| -1% | -$217K | 8.23% | 1 |
|
|
2020
Q2 | $13.3M | Buy |
394,290
+43,032
| +12% | +$1.32M | 8.01% | 1 |
|
|
2020
Q1 | $9.17M | Sell |
351,258
-27,822
| -7% | -$833K | 6.92% | 2 |
|
|
2019
Q4 | $11.5M | Sell |
379,080
-5,976
| -2% | -$173K | 6.93% | 3 |
|
|
2019
Q3 | $10.7M | Sell |
385,056
-2,970
| -0.8% | -$82.4K | 7.39% | 2 |
|
|
2019
Q2 | $10.6M | Buy |
388,026
+6,288
| +2% | +$168K | 7.44% | 2 |
|
|
2019
Q1 | $9.95M | Sell |
381,738
-5,538
| -1% | -$137K | 7.51% | 2 |
|
|
2018
Q4 | $8.67M | Buy |
387,276
+12,564
| +3% | +$304K | 7.67% | 2 |
|
|
2018
Q3 | $10.1M | Buy |
374,712
+60,078
| +19% | +$1.57M | 7.62% | 3 |
|
|
2018
Q2 | $7.86M | Sell |
314,634
-28,020
| -8% | -$687K | 6.19% | 3 |
|
|
2018
Q1 | $8.1M | Sell |
342,654
-5,340
| -2% | -$130K | 6.59% | 3 |
|
|
2017
Q4 | $8.16M | Buy |
+347,994
| New | +$7.99M | 6.76% | 3 |
|
Other funds holding VUG
MG
DADC
MWM
MWM
VIA
DeDora Capital's VUG Position: Q2 2026 in Review
DeDora Capital reduced its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q2 2026, selling an estimated $3.52M and leaving 353,822 shares worth $30.5M. The position accounts for 6.62% of the portfolio, ranked #1.
DeDora Capital first reported a position in VUG in Q4 2017 and has held it in 35 quarters since. The position peaked at $33.5M in Q3 2025. 1,915 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- DeDora Capital held 353,822 shares of Vanguard Morningstar Growth ETF worth $30.5M as of Q2 2026.
- DeDora Capital sold 41,782 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.52M.
- Vanguard Morningstar Growth ETF made up 6.62% of DeDora Capital's portfolio in Q2 2026, its #1 holding.
- DeDora Capital first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 35 quarters since.
- DeDora Capital's Vanguard Morningstar Growth ETF position peaked at $33.5M in Q3 2025.
- 1,915 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.