MHR
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Matthew Hamilton Rosenberg’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Matthew Hamilton Rosenberg’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 		$66.5K Hold
738
– – 0.01% 411
2026
Q2 		$63.6K Hold
738
– – 0.01% 408
2026
Q1 		$53.7K Hold
738
– – 0.01% 412
2025
Q4 		$60K Hold
738
– – 0.01% 398
2025
Q3 		$59K Hold
738
– – 0.01% 399
2025
Q2 		$53.9K Buy
738
+132
+22% +$8.69K 0.01% 424
2025
Q1 		$37.5K Hold
606
– – 0.01% 469
2024
Q4 		$41.5K Hold
606
– – 0.01% 445
2024
Q3 		$38.8K Buy
606
+504
+494% +$31.2K 0.01% 465
2024
Q2 		$6.4K Hold
102
– – ﹤0.01% 634
2024
Q1 		$5.85K Hold
102
– – ﹤0.01% 675
2023
Q4 		$5.29K Buy
+102
New +$4.92K ﹤0.01% 697
2023
Q2 		– Sell
-48
Closed -$2K – 1002
2023
Q1 		$2K Hold
48
– – ﹤0.01% 793
2022
Q4 		$1.71K Hold
48
– – ﹤0.01% 787
2022
Q3 		$2K Hold
48
– – ﹤0.01% 786
2022
Q2 		$2K Hold
48
– – ﹤0.01% 758
2022
Q1 		$2K Hold
48
– – ﹤0.01% 724
2021
Q4 		$3K Buy
+48
New +$2.5K ﹤0.01% 678

Other funds holding VUG

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Matthew Hamilton Rosenberg's VUG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 738 shares worth $66.5K. The position accounts for 0.01% of the portfolio, ranked #411.

Matthew Hamilton Rosenberg first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Matthew Hamilton Rosenberg held 738 shares of Vanguard Morningstar Growth ETF worth $66.5K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #411 holding.
  • Matthew Hamilton Rosenberg first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.