Great Diamond Partners
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Great Diamond Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Great Diamond Partners’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 		$8.73M Sell
96,896
-1,064
-1% -$93.1K 1.47% 15
2026
Q2 		$8.44M Sell
97,960
-170
-0.2% -$14.3K 1.45% 12
2026
Q1 		$7.14M Sell
98,130
-83,808
-46% -$6.52M 1.38% 15
2025
Q4 		$14.8M Sell
181,938
-5,724
-3% -$465K 2.85% 5
2025
Q3 		$15M Sell
187,662
-15,342
-8% -$1.17M 2.91% 6
2025
Q2 		$14.8M Buy
203,004
+138
+0.1% +$9.08K 3.13% 5
2025
Q1 		$12.5M Sell
202,866
-5,796
-3% -$391K 3.43% 4
2024
Q4 		$14.3M Sell
208,662
-5,430
-3% -$365K 3.69% 4
2024
Q3 		$13.7M Sell
214,092
-16,122
-7% -$999K 3.48% 4
2024
Q2 		$14.4M Sell
230,214
-4,536
-2% -$265K 3.37% 4
2024
Q1 		$13.5M Sell
234,750
-3,546
-1% -$195K 3.09% 5
2023
Q4 		$12.3M Sell
238,296
-726
-0.3% -$35K 3.04% 5
2023
Q3 		$10.8M Sell
239,022
-426
-0.2% -$20.1K 2.94% 5
2023
Q2 		$11.3M Buy
+239,448
New +$10.4M 2.98% 5
2020
Q4 		– Sell
-10,644
Closed -$403K – 187
2020
Q3 		$403K Sell
10,644
-684
-6% -$25.3K 0.15% 107
2020
Q2 		$381K Sell
11,328
-744
-6% -$22.9K 0.16% 99
2020
Q1 		$315K Buy
12,072
+732
+6% +$21.9K 0.16% 88
2019
Q4 		$344K Buy
+11,340
New +$327K 0.13% 99

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Mather Group
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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

Great Diamond Partners's VUG Position: Q3 2026 in Review

Great Diamond Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.1% in Q3 2026, selling an estimated $93.1K and leaving 96,896 shares worth $8.73M. The position accounts for 1.47% of the portfolio, ranked #15.

Great Diamond Partners first reported a position in VUG in Q4 2019 and has held it in 18 quarters since. The position peaked at $15M in Q3 2025. 2,162 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Great Diamond Partners held 96,896 shares of Vanguard Morningstar Growth ETF worth $8.73M as of Q3 2026.
  • Great Diamond Partners sold 1,064 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $93.1K.
  • Vanguard Morningstar Growth ETF made up 1.47% of Great Diamond Partners's portfolio in Q3 2026, its #15 holding.
  • Great Diamond Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 18 quarters since.
  • Great Diamond Partners's Vanguard Morningstar Growth ETF position peaked at $15M in Q3 2025.
  • 2,162 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.