Emerald Advisors
VUG icon

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

Emerald 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 		$9.27M Buy
102,881
+1,330
+1% +$116K 1.19% 8
2026
Q2 		$8.75M Buy
101,551
+97
+0.1% +$8.16K 1.1% 6
2026
Q1 		$7.39M Sell
101,454
-1,128
-1% -$87.8K 0.91% 6
2025
Q4 		$8.34M Sell
102,582
-11,454
-10% -$930K 1.13% 6
2025
Q3 		$9.12M Buy
114,036
+3,912
+4% +$299K 1.21% 4
2025
Q2 		$8.05M Buy
110,124
+2,256
+2% +$149K 1.03% 5
2025
Q1 		$6.67M Buy
107,868
+4,686
+5% +$316K 0.89% 6
2024
Q4 		$7.06M Buy
103,182
+1,248
+1% +$83.8K 0.97% 4
2024
Q3 		$6.66M Buy
101,934
+3,930
+4% +$244K 0.96% 6
2024
Q2 		$6.11M Sell
98,004
-4,866
-5% -$284K 0.93% 6
2024
Q1 		$5.9M Sell
102,870
-1,680
-2% -$92.4K 1.05% 7
2023
Q4 		$5.42M Buy
104,550
+1,368
+1% +$66K 1.03% 6
2023
Q3 		$4.68M Sell
103,182
-5,640
-5% -$266K 1.09% 6
2023
Q2 		$5.13M Buy
108,822
+2,046
+2% +$88.7K 1.23% 6
2023
Q1 		$4.44M Sell
106,776
-8,172
-7% -$318K 1.14% 6
2022
Q4 		$4.08M Sell
114,948
-15,042
-12% -$553K 1.13% 5
2022
Q3 		$4.64M Buy
129,990
+5,244
+4% +$211K 1.35% 3
2022
Q2 		$4.63M Buy
124,746
+11,274
+10% +$463K 1.29% 3
2022
Q1 		$5.44M Buy
113,472
+5,094
+5% +$241K 1.28% 2
2021
Q4 		$5.8M Sell
108,378
-18,732
-15% -$976K 1.4% 2
2021
Q3 		$6.15M Buy
127,110
+4,884
+4% +$243K 1.75% 3
2021
Q2 		$5.84M Buy
122,226
+11,316
+10% +$514K 1.82% 3
2021
Q1 		$4.75M Buy
110,910
+21,492
+24% +$919K 1.72% 3
2020
Q4 		$3.78M Sell
89,418
-31,440
-26% -$1.25M 1.3% 6
2020
Q3 		$4.58M Buy
120,858
+3,558
+3% +$131K 1.75% 3
2020
Q2 		$3.95M Buy
117,300
+3,174
+3% +$97.6K 1.74% 4
2020
Q1 		$3.52M Buy
114,126
+76,848
+206% +$2.3M 1.59% 5
2019
Q4 		$1.16M Buy
+37,278
New +$1.08M 1.11% 11

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Emerald Advisors's VUG Position: Q3 2026 in Review

Emerald Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q3 2026, buying an estimated $116K and bringing the position to 102,881 shares worth $9.27M. The position accounts for 1.19% of the portfolio, ranked #8.

Emerald Advisors first reported a position in VUG in Q4 2019 and has held it in 28 quarters since. 664 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Emerald Advisors held 102,881 shares of Vanguard Morningstar Growth ETF worth $9.27M as of Q3 2026.
  • Emerald Advisors bought 1,330 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $116K.
  • Vanguard Morningstar Growth ETF made up 1.19% of Emerald Advisors's portfolio in Q3 2026, its #8 holding.
  • Emerald Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 664 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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