Gradient Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.5M | Sell |
40,643
-2,803
| -6% | -$236K | 0.81% | 39 |
|
|
2026
Q1 | $3.16M | Sell |
43,446
-9,084
| -17% | -$707K | 0.82% | 39 |
|
|
2025
Q4 | $4.27M | Sell |
52,530
-1,656
| -3% | -$134K | 1.1% | 30 |
|
|
2025
Q3 | $4.33M | Sell |
54,186
-3,390
| -6% | -$259K | 1.16% | 31 |
|
|
2025
Q2 | $4.21M | Buy |
57,576
+3,042
| +6% | +$200K | 1.24% | 27 |
|
|
2025
Q1 | $3.37M | Sell |
54,534
-6,402
| -11% | -$432K | 1.1% | 30 |
|
|
2024
Q4 | $4.17M | Sell |
60,936
-1,470
| -2% | -$98.8K | 1.34% | 21 |
|
|
2024
Q3 | $3.99M | Sell |
62,406
-3,222
| -5% | -$200K | 1.32% | 22 |
|
|
2024
Q2 | $4.09M | Sell |
65,628
-420
| -0.6% | -$24.5K | 1.46% | 21 |
|
|
2024
Q1 | $3.79M | Sell |
66,048
-1,254
| -2% | -$69K | 1.39% | 21 |
|
|
2023
Q4 | $3.49M | Buy |
67,302
+36
| +0.1% | +$1.74K | 1.33% | 23 |
|
|
2023
Q3 | $3.05M | Sell |
67,266
-516
| -0.8% | -$24.4K | 1.28% | 23 |
|
|
2023
Q2 | $3.2M | Sell |
67,782
-2,166
| -3% | -$93.9K | 1.28% | 22 |
|
|
2023
Q1 | $2.91M | Sell |
69,948
-474
| -0.7% | -$18.4K | 1.24% | 23 |
|
|
2022
Q4 | $2.5M | Sell |
70,422
-2,148
| -3% | -$79K | 1.14% | 25 |
|
|
2022
Q3 | $2.59M | Buy |
72,570
+1,230
| +2% | +$49.4K | 1.24% | 22 |
|
|
2022
Q2 | $2.65M | Buy |
71,340
+3,918
| +6% | +$161K | 1.27% | 20 |
|
|
2022
Q1 | $3.23M | Sell |
67,422
-1,980
| -3% | -$93.7K | 1.37% | 19 |
|
|
2021
Q4 | $3.71M | Buy |
69,402
+450
| +0.7% | +$23.4K | 1.55% | 17 |
|
|
2021
Q3 | $3.33M | Buy |
68,952
+108
| +0.2% | +$5.37K | 1.53% | 17 |
|
|
2021
Q2 | $3.29M | Sell |
68,844
-90
| -0.1% | -$4.09K | 1.54% | 17 |
|
|
2021
Q1 | $2.95M | Sell |
68,934
-1,386
| -2% | -$59.3K | 1.56% | 16 |
|
|
2020
Q4 | $2.97M | Buy |
70,320
+390
| +0.6% | +$15.6K | 1.69% | 14 |
|
|
2020
Q3 | $2.65M | Buy |
69,930
+10,374
| +17% | +$383K | 1.66% | 15 |
|
|
2020
Q2 | $2.01M | Buy |
59,556
+3,198
| +6% | +$98.4K | 1.36% | 20 |
|
|
2020
Q1 | $1.47M | Sell |
56,358
-252
| -0.4% | -$7.55K | 1.19% | 24 |
|
|
2019
Q4 | $1.72M | Sell |
56,610
-3,780
| -6% | -$109K | 1.2% | 23 |
|
|
2019
Q3 | $1.67M | Sell |
60,390
-498
| -0.8% | -$13.8K | 1.25% | 24 |
|
|
2019
Q2 | $1.66M | Buy |
60,888
+2,868
| +5% | +$76.6K | 1.27% | 24 |
|
|
2019
Q1 | $1.51M | Buy |
58,020
+4,284
| +8% | +$106K | 1.21% | 23 |
|
|
2018
Q4 | $1.2M | Buy |
53,736
+6,732
| +14% | +$163K | 1.04% | 24 |
|
|
2018
Q3 | $1.26M | Buy |
47,004
+10,278
| +28% | +$269K | 1.06% | 22 |
|
|
2018
Q2 | $917K | Buy |
36,726
+23,556
| +179% | +$578K | 0.85% | 25 |
|
|
2018
Q1 | $311K | Buy |
13,170
+30
| +0.2% | +$731 | 0.31% | 61 |
|
|
2017
Q4 | $308K | Buy |
+13,140
| New | +$302K | 0.32% | 58 |
|
Other funds holding VUG
EWA
Gradient Capital Advisors's VUG Position: Q2 2026 in Review
Gradient Capital Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6.5% in Q2 2026, selling an estimated $236K and leaving 40,643 shares worth $3.5M. The position accounts for 0.81% of the portfolio, ranked #39.
Gradient Capital Advisors first reported a position in VUG in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.33M in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Gradient Capital Advisors held 40,643 shares of Vanguard Morningstar Growth ETF worth $3.5M as of Q2 2026.
- Gradient Capital Advisors sold 2,803 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $236K.
- Vanguard Morningstar Growth ETF made up 0.81% of Gradient Capital Advisors's portfolio in Q2 2026, its #39 holding.
- Gradient Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 35 quarters since.
- Gradient Capital Advisors's Vanguard Morningstar Growth ETF position peaked at $4.33M in Q3 2025.
- 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.