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Diversified Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Diversified Management’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 		$1.08M Buy
12,023
+11
+0.1% +$963 0.19% 105
2026
Q2 		$1.03M Sell
12,012
-1,758
-13% -$148K 0.22% 55
2026
Q1 		$1M Sell
13,770
-384
-3% -$29.9K 0.17% 128
2025
Q4 		$1.15M Buy
+14,154
New +$1.15M 0.27% 55

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

Diversified Management's VUG Position: Q3 2026 in Review

Diversified Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.09% in Q3 2026, buying an estimated $963 and bringing the position to 12,023 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #105.

Diversified Management first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q4 2025. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Diversified Management held 12,023 shares of Vanguard Morningstar Growth ETF worth $1.08M as of Q3 2026.
  • Diversified Management bought 11 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $963.
  • Vanguard Morningstar Growth ETF made up 0.19% of Diversified Management's portfolio in Q3 2026, its #105 holding.
  • Diversified Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's Vanguard Morningstar Growth ETF position peaked at $1.15M in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.