Patriot Investment Management Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Patriot Investment Management Group’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	$1.57M	Sell	17,374 -348	-2%	-$30.5K	0.09%	95
2026 Q2	$1.53M	Sell	17,722 -2	-0%	-$168	0.09%	94
2026 Q1	$1.29M	Sell	17,724 -120	-0.7%	-$9.34K	0.08%	99
2025 Q4	$1.45M	Buy	17,844 +6	+0%	+$487	0.09%	92
2025 Q3	$1.43M	Sell	17,838 -678	-4%	-$51.8K	0.09%	90
2025 Q2	$1.35M	Hold	18,516	–	–	0.09%	92
2025 Q1	$1.14M	Sell	18,516 -1,722	-9%	-$116K	0.09%	100
2024 Q4	$1.38M	Buy	20,238 +6	+0%	+$403	0.1%	82
2024 Q3	$1.29M	Buy	20,232 +1,170	+6%	+$72.5K	0.1%	97
2024 Q2	$1.19M	Hold	19,062	–	–	0.09%	94
2024 Q1	$1.09M	Hold	19,062	–	–	0.09%	103
2023 Q4	$988K	Buy	19,062 +1,998	+12%	+$96.4K	0.08%	101
2023 Q3	$774K	Sell	17,064 -156	-0.9%	-$7.37K	0.07%	115
2023 Q2	$812K	Hold	17,220	–	–	0.07%	124
2023 Q1	$716K	Sell	17,220 -318	-2%	-$12.4K	0.06%	133
2022 Q4	$689K	Sell	17,538 -4,368	-20%	-$161K	0.06%	136
2022 Q3	$781K	Buy	21,906 +6	+0%	+$241	0.08%	120
2022 Q2	$813K	Buy	21,900 +4,506	+26%	+$185K	0.08%	122
2022 Q1	$834K	Sell	17,394 -576	-3%	-$27.2K	0.07%	128
2021 Q4	$961K	Buy	17,970 +420	+2%	+$21.9K	0.08%	118
2021 Q3	$848K	Buy	17,550 +96	+0.6%	+$4.78K	0.08%	123
2021 Q2	$834K	Hold	17,454	–	–	0.08%	125
2021 Q1	$747K	Buy	+17,454	New	+$747K	0.07%	131
2020 Q4	–	Sell	-16,812	Closed	-$637K	–	213
2020 Q3	$637K	Buy	16,812 +72	+0.4%	+$2.66K	0.08%	127
2020 Q2	$564K	Hold	16,740	–	–	0.07%	137
2020 Q1	$437K	Buy	16,740 +642	+4%	+$19.2K	0.07%	140
2019 Q4	$488K	Hold	16,098	–	–	0.06%	150
2019 Q3	$446K	Hold	16,098	–	–	0.06%	153
2019 Q2	$438K	Hold	16,098	–	–	0.06%	156
2019 Q1	$419K	Buy	+16,098	New	+$397K	0.06%	159

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

RWM

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Patriot Investment Management Group's VUG Position: Q3 2026 in Review

Patriot Investment Management Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2% in Q3 2026, selling an estimated $30.5K and leaving 17,374 shares worth $1.57M. The position accounts for 0.09% of the portfolio, ranked #95.

Patriot Investment Management Group first reported a position in VUG in Q1 2019 and has held it in 30 quarters since. 569 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Patriot Investment Management Group held 17,374 shares of Vanguard Morningstar Growth ETF worth $1.57M as of Q3 2026.
Patriot Investment Management Group sold 348 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $30.5K.
Vanguard Morningstar Growth ETF made up 0.09% of Patriot Investment Management Group's portfolio in Q3 2026, its #95 holding.
Patriot Investment Management Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 30 quarters since.
569 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Patriot Investment Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.