Doliver Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Doliver Advisors’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	$239K	Sell	2,650 -56	-2%	-$4.9K	0.05%	167
2026 Q2	$233K	Buy	+2,706	New	+$228K	0.05%	177
2026 Q1	–	Sell	-2,706	Closed	-$220K	–	186
2025 Q4	$220K	Hold	2,706	–	–	0.06%	165
2025 Q3	$216K	Buy	+2,706	New	+$207K	0.06%	168
2022 Q1	–	Sell	-65,556	Closed	-$2.28M	–	187
2021 Q4	$2.28M	Buy	65,556 +50,784	+344%	+$2.65M	0.71%	17
2021 Q3	$714K	Buy	+14,772	New	+$735K	0.24%	75
2019 Q3	–	Sell	-9,900	Closed	-$270K	–	173
2019 Q2	$270K	Buy	9,900 +2,004	+25%	+$53.5K	0.11%	87
2019 Q1	$206K	Buy	+7,896	New	+$195K	0.08%	95

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Doliver Advisors's VUG Position: Q3 2026 in Review

Doliver Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.1% in Q3 2026, selling an estimated $4.9K and leaving 2,650 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #167.

Doliver Advisors first reported a position in VUG in Q1 2019 and has held it in 8 quarters since. The position peaked at $2.28M in Q4 2021. 1,160 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Doliver Advisors held 2,650 shares of Vanguard Morningstar Growth ETF worth $239K as of Q3 2026.
Doliver Advisors sold 56 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $4.9K.
Vanguard Morningstar Growth ETF made up 0.05% of Doliver Advisors's portfolio in Q3 2026, its #167 holding.
Doliver Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 8 quarters since.
Doliver Advisors's Vanguard Morningstar Growth ETF position peaked at $2.28M in Q4 2021.
1,160 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.