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DLK Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

DLK Investment 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 		– Sell
-2,043
Closed -$764K – 127
2026
Q2 		$764K Buy
+2,043
New +$172K 0.32% 45
2024
Q4 		– Sell
-12,258
Closed -$784K – 113
2024
Q3 		$784K Hold
12,258
– – 0.3% 48
2024
Q2 		$764K Buy
12,258
+1,578
+15% +$92K 0.32% 46
2024
Q1 		$613K Sell
10,680
-270
-2% -$14.8K 0.26% 50
2023
Q4 		$567K Buy
+10,950
New +$529K 0.26% 52

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

DLK Investment Management's VUG Position: Q3 2026 in Review

DLK Investment Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2026, closing a stake of 2,043 shares — an estimated $764K sold.

DLK Investment Management first reported a position in VUG in Q4 2023 and held it in 5 quarters. The position peaked at $784K in Q3 2024. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • DLK Investment Management reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2026 after selling out during the quarter.
  • DLK Investment Management sold 2,043 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $764K.
  • DLK Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and held it in 5 quarters.
  • DLK Investment Management's Vanguard Morningstar Growth ETF position peaked at $784K in Q3 2024.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on DLK Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.