NewEdge 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
Q1 | $177M | Sell |
2,427,600
-7,812
| -0.3% | -$608K | 0.64% | 26 |
|
|
2025
Q4 | $198M | Buy |
2,435,412
+23,604
| +1% | +$1.92M | 0.72% | 21 |
|
|
2025
Q3 | $193M | Sell |
2,411,808
-70,554
| -3% | -$5.39M | 0.88% | 14 |
|
|
2025
Q2 | $181M | Buy |
2,482,362
+74,316
| +3% | +$4.89M | 0.94% | 13 |
|
|
2025
Q1 | $149M | Sell |
2,408,046
-48,594
| -2% | -$3.28M | 0.88% | 15 |
|
|
2024
Q4 | $168M | Buy |
2,456,640
+93,978
| +4% | +$6.31M | 1.01% | 11 |
|
|
2024
Q3 | $151M | Buy |
2,362,662
+120,786
| +5% | +$7.49M | 0.98% | 11 |
|
|
2024
Q2 | $140M | Buy |
2,241,876
+342,330
| +18% | +$20M | 1.02% | 9 |
|
|
2024
Q1 | $109M | Buy |
1,899,546
+6,006
| +0.3% | +$330K | 0.95% | 10 |
|
|
2023
Q4 | $99.9M | Buy |
1,893,540
+129,564
| +7% | +$6.25M | 0.95% | 10 |
|
|
2023
Q3 | $80.1M | Buy |
1,763,976
+305,448
| +21% | +$14.4M | 0.88% | 10 |
|
|
2023
Q2 | $68.8M | Buy |
1,458,528
+81,012
| +6% | +$3.51M | 0.78% | 12 |
|
|
2023
Q1 | $57.2M | Sell |
1,377,516
-124,122
| -8% | -$4.83M | 0.72% | 16 |
|
|
2022
Q4 | $30.9M | Buy |
1,501,638
+340,464
| +29% | +$12.5M | 0.83% | 16 |
|
|
2022
Q3 | $41.4M | Buy |
1,161,174
+148,338
| +15% | +$5.96M | 0.68% | 16 |
|
|
2022
Q2 | $37.6M | Buy |
1,012,836
+95,352
| +10% | +$3.92M | 0.62% | 23 |
|
|
2022
Q1 | $44M | Buy |
917,484
+81,264
| +10% | +$3.84M | 0.71% | 20 |
|
|
2021
Q4 | $44.7M | Buy |
836,220
+389,988
| +87% | +$20.3M | 0.67% | 22 |
|
|
2021
Q3 | $21.6M | Buy |
446,232
+63,960
| +17% | +$3.18M | 0.53% | 48 |
|
|
2021
Q2 | $18.3M | Buy |
382,272
+33,426
| +10% | +$1.52M | 0.49% | 48 |
|
|
2021
Q1 | $14.9M | Buy |
348,846
+10,506
| +3% | +$449K | 0.45% | 50 |
|
|
2020
Q4 | $14.3M | Sell |
338,340
-31,620
| -9% | -$1.26M | 0.47% | 53 |
|
|
2020
Q3 | $14M | Sell |
369,960
-51,846
| -12% | -$1.91M | 0.49% | 52 |
|
|
2020
Q2 | $14.2M | Buy |
421,806
+87,384
| +26% | +$2.69M | 0.56% | 48 |
|
|
2020
Q1 | $8.73M | Buy |
334,422
+170,400
| +104% | +$5.1M | 0.42% | 65 |
|
|
2019
Q4 | $4.98M | Buy |
164,022
+16,980
| +12% | +$490K | 0.2% | 120 |
|
|
2019
Q3 | $4.08M | Buy |
147,042
+9,990
| +7% | +$277K | 0.18% | 126 |
|
|
2019
Q2 | $3.73M | Sell |
137,052
-18,168
| -12% | -$485K | 0.23% | 111 |
|
|
2019
Q1 | $4.05M | Sell |
155,220
-23,346
| -13% | -$576K | 0.26% | 96 |
|
|
2018
Q4 | $4K | Buy |
178,566
+50,580
| +40% | +$1.23M | 0.26% | 91 |
|
|
2018
Q3 | $3.44M | Buy |
127,986
+20,658
| +19% | +$540K | 0.26% | 96 |
|
|
2018
Q2 | $2.69K | Buy |
107,328
+84,942
| +379% | +$2.08M | 0.25% | 98 |
|
|
2018
Q1 | $516K | Buy |
22,386
+13,098
| +141% | +$319K | 0.06% | 264 |
|
|
2017
Q4 | $225K | Buy |
9,288
+54
| +0.6% | +$1.24K | 0.03% | 373 |
|
|
2017
Q3 | $207K | Buy |
9,234
+60
| +0.7% | +$1.3K | 0.03% | 350 |
|
|
2017
Q2 | $195K | Buy |
+9,174
| New | +$192K | 0.03% | 325 |
|
Other funds holding VUG
EWA
NewEdge Advisors's VUG Position: Q1 2026 in Review
NewEdge Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.32% in Q1 2026, selling an estimated $608K and leaving 2,427,600 shares worth $177M. The position accounts for 0.64% of the portfolio, ranked #26.
NewEdge Advisors first reported a position in VUG in Q2 2017 and has held it in 36 quarters since. The position peaked at $198M in Q4 2025. 2,729 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- NewEdge Advisors held 2,427,600 shares of Vanguard Morningstar Growth ETF worth $177M as of Q1 2026.
- NewEdge Advisors sold 7,812 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $608K.
- Vanguard Morningstar Growth ETF made up 0.64% of NewEdge Advisors's portfolio in Q1 2026, its #26 holding.
- NewEdge Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2017 and has held it in 36 quarters since.
- NewEdge Advisors's Vanguard Morningstar Growth ETF position peaked at $198M in Q4 2025.
- 2,729 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.