MYeCFO’s Vanguard Morningstar Growth ETF VUG Stock Holding History

MYeCFO’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	$1.24M	Sell	13,770 -42	-0.3%	-$3.68K	0.47%	29
2026 Q2	$1.19M	Buy	13,812 +528	+4%	+$44.4K	0.45%	30
2026 Q1	$967K	Hold	13,284	–	–	0.4%	32
2025 Q4	$1.08M	Sell	13,284 -24	-0.2%	-$1.95K	0.46%	30
2025 Q3	$1.06M	Hold	13,308	–	–	0.48%	29
2025 Q2	$972K	Sell	13,308 -30	-0.2%	-$1.98K	0.48%	29
2025 Q1	$824K	Sell	13,338 -18	-0.1%	-$1.21K	0.44%	33
2024 Q4	$914K	Sell	13,356 -480	-3%	-$32.2K	0.49%	30
2024 Q3	$885K	Buy	13,836 +420	+3%	+$26K	0.48%	31
2024 Q2	$836K	Hold	13,416	–	–	0.48%	30
2024 Q1	$770K	Hold	13,416	–	–	0.45%	31
2023 Q4	$695K	Hold	13,416	–	–	0.44%	32
2023 Q3	$609K	Sell	13,416 -582	-4%	-$27.5K	0.42%	33
2023 Q2	$660K	Buy	13,998 +1,200	+9%	+$52K	0.48%	31
2023 Q1	$532K	Sell	12,798 -3,606	-22%	-$140K	0.4%	32
2022 Q4	$652K	Buy	+16,404	New	+$603K	0.54%	28

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

MYeCFO's VUG Position: Q3 2026 in Review

MYeCFO reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.3% in Q3 2026, selling an estimated $3.68K and leaving 13,770 shares worth $1.24M. The position accounts for 0.47% of the portfolio, ranked #29.

MYeCFO first reported a position in VUG in Q4 2022 and has held it in 16 quarters since. 1,508 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

MYeCFO held 13,770 shares of Vanguard Morningstar Growth ETF worth $1.24M as of Q3 2026.
MYeCFO sold 42 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $3.68K.
Vanguard Morningstar Growth ETF made up 0.47% of MYeCFO's portfolio in Q3 2026, its #29 holding.
MYeCFO first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 16 quarters since.
1,508 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.