Financial Insights
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Financial Insights’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Financial Insights’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 		$12.8M Sell
141,748
-7,895
-5% -$691K 3.24% 9
2026
Q2 		$12.9M Sell
149,643
-16,293
-10% -$1.37M 3.39% 9
2026
Q1 		$12.1M Sell
165,936
-14,814
-8% -$1.15M 3.91% 8
2025
Q4 		$14.7M Sell
180,750
-11,076
-6% -$899K 4.93% 6
2025
Q3 		$15.3M Sell
191,826
-6,204
-3% -$474K 5.08% 5
2025
Q2 		$14.5M Sell
198,030
-20,022
-9% -$1.32M 5.29% 5
2025
Q1 		$13.5M Sell
218,052
-26,412
-11% -$1.78M 5.36% 6
2024
Q4 		$16.7M Sell
244,464
-19,920
-8% -$1.34M 6.21% 4
2024
Q3 		$16.9M Sell
264,384
-27,240
-9% -$1.69M 5.34% 5
2024
Q2 		$18.2M Sell
291,624
-7,914
-3% -$462K 5.05% 5
2024
Q1 		$17.2M Sell
299,538
-7,590
-2% -$417K 4.79% 5
2023
Q4 		$15.9M Sell
307,128
-3,432
-1% -$166K 4.98% 4
2023
Q3 		$13.8M Sell
310,560
-31,656
-9% -$1.5M 4.94% 4
2023
Q2 		$16.1M Buy
342,216
+60,600
+22% +$2.63M 5.93% 5
2023
Q1 		$11.7M Buy
281,616
+117,132
+71% +$4.56M 4.77% 5
2022
Q4 		$5.84M Buy
164,484
+85,998
+110% +$3.16M 2.77% 9
2022
Q3 		$2.8M Buy
78,486
+68,886
+718% +$2.77M 1.88% 12
2022
Q2 		$357K Buy
9,600
+4,974
+108% +$204K 0.36% 54
2022
Q1 		$222K Buy
4,626
+726
+19% +$34.3K 0.2% 74
2021
Q4 		$209K Buy
+3,900
New +$203K 0.18% 81
2021
Q3 		– Sell
-3,900
Closed -$186K – 219
2021
Q2 		$186K Buy
+3,900
New +$177K 0.15% 83
2020
Q3 		– Sell
-105,012
Closed -$131K – 85
2020
Q2 		$131K Buy
+105,012
New +$3.23M 0.12% 82

Other funds holding VUG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Financial Insights's VUG Position: Q3 2026 in Review

Financial Insights reduced its Vanguard Morningstar Growth ETF (VUG) stake by 5.3% in Q3 2026, selling an estimated $691K and leaving 141,748 shares worth $12.8M. The position accounts for 3.24% of the portfolio, ranked #9.

Financial Insights first reported a position in VUG in Q2 2020 and has held it in 22 quarters since. The position peaked at $18.2M in Q2 2024. 2,162 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Financial Insights held 141,748 shares of Vanguard Morningstar Growth ETF worth $12.8M as of Q3 2026.
  • Financial Insights sold 7,895 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $691K.
  • Vanguard Morningstar Growth ETF made up 3.24% of Financial Insights's portfolio in Q3 2026, its #9 holding.
  • Financial Insights first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 22 quarters since.
  • Financial Insights's Vanguard Morningstar Growth ETF position peaked at $18.2M in Q2 2024.
  • 2,162 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Financial Insights's 13F filing for Q3 2026, filed 27 Oct 2026.