Ken Fisher’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
Q1 | $3.88M | Sell |
53,340
-14,226
| -21% | -$1.11M | ﹤0.01% | 491 |
|
|
2025
Q4 | $5.49M | Buy |
67,566
+14,154
| +26% | +$1.15M | ﹤0.01% | 460 |
|
|
2025
Q3 | $4.27M | Sell |
53,412
-4,836
| -8% | -$370K | ﹤0.01% | 488 |
|
|
2025
Q2 | $4.26M | Buy |
58,248
+18,036
| +45% | +$1.19M | ﹤0.01% | 499 |
|
|
2025
Q1 | $2.49M | Sell |
40,212
-2,550
| -6% | -$172K | ﹤0.01% | 553 |
|
|
2024
Q4 | $2.93M | Sell |
42,762
-7,128
| -14% | -$479K | ﹤0.01% | 549 |
|
|
2024
Q3 | $3.19M | Sell |
49,890
-33,480
| -40% | -$2.08M | ﹤0.01% | 531 |
|
|
2024
Q2 | $5.2M | Sell |
83,370
-109,428
| -57% | -$6.38M | ﹤0.01% | 485 |
|
|
2024
Q1 | $11.1M | Sell |
192,798
-26,190
| -12% | -$1.44M | 0.01% | 412 |
|
|
2023
Q4 | $11.3M | Sell |
218,988
-55,518
| -20% | -$2.68M | 0.01% | 393 |
|
|
2023
Q3 | $12.5M | Buy |
274,506
+23,292
| +9% | +$1.1M | 0.01% | 403 |
|
|
2023
Q2 | $11.8M | Buy |
251,214
+498
| +0.2% | +$21.6K | 0.01% | 428 |
|
|
2023
Q1 | $10.4M | Sell |
250,716
-153,990
| -38% | -$5.99M | 0.01% | 443 |
|
|
2022
Q4 | $14.4M | Sell |
404,706
-55,458
| -12% | -$2.04M | 0.01% | 391 |
|
|
2022
Q3 | $16.4M | Buy |
460,164
+240,036
| +109% | +$9.65M | 0.01% | 356 |
|
|
2022
Q2 | $8.18M | Buy |
220,128
+81,072
| +58% | +$3.33M | 0.01% | 371 |
|
|
2022
Q1 | $6.67M | Buy |
139,056
+70,746
| +104% | +$3.35M | ﹤0.01% | 420 |
|
|
2021
Q4 | $3.65M | Buy |
68,310
+26,928
| +65% | +$1.4M | ﹤0.01% | 489 |
|
|
2021
Q3 | $2M | Sell |
41,382
-8,922
| -18% | -$444K | ﹤0.01% | 533 |
|
|
2021
Q2 | $2.4M | Buy |
50,304
+6,504
| +15% | +$295K | ﹤0.01% | 506 |
|
|
2021
Q1 | $1.88M | Sell |
43,800
-3,252
| -7% | -$139K | ﹤0.01% | 544 |
|
|
2020
Q4 | $1.99M | Buy |
47,052
+5,388
| +13% | +$215K | ﹤0.01% | 520 |
|
|
2020
Q3 | $1.58M | Sell |
41,664
-16,290
| -28% | -$601K | ﹤0.01% | 510 |
|
|
2020
Q2 | $1.95M | Sell |
57,954
-89,580
| -61% | -$2.76M | ﹤0.01% | 492 |
|
|
2020
Q1 | $3.85M | Buy |
147,534
+138,006
| +1,448% | +$4.13M | ﹤0.01% | 381 |
|
|
2019
Q4 | $289K | Sell |
9,528
-2,694
| -22% | -$77.8K | ﹤0.01% | 727 |
|
|
2019
Q3 | $339K | Sell |
12,222
-1,320
| -10% | -$36.6K | ﹤0.01% | 723 |
|
|
2019
Q2 | $369K | Sell |
13,542
-1,986
| -13% | -$53K | ﹤0.01% | 711 |
|
|
2019
Q1 | $405K | Buy |
15,528
+3,966
| +34% | +$97.9K | ﹤0.01% | 669 |
|
|
2018
Q4 | $259K | Sell |
11,562
-4,434
| -28% | -$107K | ﹤0.01% | 732 |
|
|
2018
Q3 | $429K | Buy |
+15,996
| New | +$418K | ﹤0.01% | 671 |
|
|
2018
Q1 | – | Sell |
-15,660
| Closed | -$367K | – | 830 |
|
|
2017
Q4 | $367K | Buy |
15,660
+5,730
| +58% | +$132K | ﹤0.01% | 695 |
|
|
2017
Q3 | $220K | Sell |
9,930
-5,976
| -38% | -$130K | ﹤0.01% | 747 |
|
|
2017
Q2 | $337K | Buy |
+15,906
| New | +$333K | ﹤0.01% | 637 |
|
|
2014
Q2 | – | Sell |
-12,894
| Closed | -$201K | – | 577 |
|
|
2014
Q1 | $201K | Buy |
+12,894
| New | +$200K | ﹤0.01% | 490 |
|
Other funds holding VUG
EWA
Ken Fisher's VUG Position: Q1 2026 in Review
Ken Fisher reduced its Vanguard Morningstar Growth ETF (VUG) stake by 21% in Q1 2026, selling an estimated $1.11M and leaving 53,340 shares worth $3.88M. The position accounts for ﹤0.01% of the portfolio, ranked #491.
Ken Fisher first reported a position in VUG in Q1 2014 and has held it in 35 quarters since. The position peaked at $16.4M in Q3 2022. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- Ken Fisher held 53,340 shares of Vanguard Morningstar Growth ETF worth $3.88M as of Q1 2026.
- Ken Fisher sold 14,226 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $1.11M.
- Vanguard Morningstar Growth ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #491 holding.
- Ken Fisher first reported a position in Vanguard Morningstar Growth ETF in Q1 2014 and has held it in 35 quarters since.
- Ken Fisher's Vanguard Morningstar Growth ETF position peaked at $16.4M in Q3 2022.
- 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.
Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.