Patten Group’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 | $314K | Sell |
4,308
-144
| -3% | -$11.2K | 0.05% | 251 |
|
|
2025
Q4 | $362K | Buy |
4,452
+240
| +6% | +$19.5K | 0.07% | 241 |
|
|
2025
Q3 | $337K | Sell |
4,212
-48
| -1% | -$3.67K | 0.07% | 225 |
|
|
2025
Q2 | $311K | Hold |
4,260
| – | – | 0.07% | 233 |
|
|
2025
Q1 | $263K | Hold |
4,260
| – | – | 0.06% | 237 |
|
|
2024
Q4 | $291K | Sell |
4,260
-126
| -3% | -$8.46K | 0.06% | 227 |
|
|
2024
Q3 | $281K | Sell |
4,386
-78
| -2% | -$4.83K | 0.06% | 228 |
|
|
2024
Q2 | $278K | Hold |
4,464
| – | – | 0.07% | 226 |
|
|
2024
Q1 | $256K | Hold |
4,464
| – | – | 0.06% | 230 |
|
|
2023
Q4 | $231K | Hold |
4,464
| – | – | 0.06% | 224 |
|
|
2023
Q3 | $203K | Hold |
4,464
| – | – | 0.06% | 228 |
|
|
2023
Q2 | $211K | Buy |
+4,464
| New | +$194K | 0.03% | 231 |
|
|
2021
Q3 | – | Sell |
-4,842
| Closed | -$231K | – | 262 |
|
|
2021
Q2 | $231K | Hold |
4,842
| – | – | 0.07% | 241 |
|
|
2021
Q1 | $207K | Hold |
4,842
| – | – | 0.07% | 234 |
|
|
2020
Q4 | $204K | Buy |
+4,842
| New | +$193K | 0.06% | 229 |
|
|
2019
Q3 | – | Sell |
-19,590
| Closed | -$533K | – | 210 |
|
|
2019
Q2 | $533K | Buy |
19,590
+804
| +4% | +$21.5K | 0.22% | 116 |
|
|
2019
Q1 | $490K | Sell |
18,786
-2,352
| -11% | -$58K | 0.21% | 115 |
|
|
2018
Q4 | $473K | Sell |
21,138
-1,092
| -5% | -$26.5K | 0.22% | 108 |
|
|
2018
Q3 | $597K | Buy |
22,230
+2,232
| +11% | +$58.4K | 0.23% | 108 |
|
|
2018
Q2 | $499K | Buy |
19,998
+216
| +1% | +$5.3K | 0.2% | 117 |
|
|
2018
Q1 | $468K | Sell |
19,782
-918
| -4% | -$22.4K | 0.19% | 119 |
|
|
2017
Q4 | $485K | Buy |
20,700
+90
| +0.4% | +$2.07K | 0.19% | 121 |
|
|
2017
Q3 | $456K | Sell |
20,610
-10,140
| -33% | -$220K | 0.18% | 125 |
|
|
2017
Q2 | $668K | Buy |
30,750
+20,862
| +211% | +$437K | 0.27% | 101 |
|
|
2017
Q1 | $200K | Hold |
9,888
| – | – | 0.09% | 176 |
|
|
2016
Q4 | $191K | Buy |
9,888
+9,618
| +3,562% | +$178K | 0.09% | 181 |
|
|
2016
Q3 | $4.96K | Hold |
270
| – | – | ﹤0.01% | 529 |
|
|
2016
Q2 | $4.82K | Hold |
270
| – | – | ﹤0.01% | 519 |
|
|
2016
Q1 | $4.79K | Sell |
270
-60
| -18% | -$1.01K | ﹤0.01% | 539 |
|
|
2015
Q4 | $5.85K | Buy |
330
+60
| +22% | +$1.07K | ﹤0.01% | 544 |
|
|
2015
Q3 | $4.51K | Hold |
270
| – | – | ﹤0.01% | 504 |
|
|
2015
Q2 | $4.82K | Buy |
+270
| New | +$4.91K | ﹤0.01% | 509 |
|
Other funds holding VUG
EWA
Patten Group's VUG Position: Q1 2026 in Review
Patten Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.2% in Q1 2026, selling an estimated $11.2K and leaving 4,308 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #251.
Patten Group first reported a position in VUG in Q2 2015 and has held it in 32 quarters since. The position peaked at $668K in Q2 2017. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- Patten Group held 4,308 shares of Vanguard Morningstar Growth ETF worth $314K as of Q1 2026.
- Patten Group sold 144 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $11.2K.
- Vanguard Morningstar Growth ETF made up 0.05% of Patten Group's portfolio in Q1 2026, its #251 holding.
- Patten Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2015 and has held it in 32 quarters since.
- Patten Group's Vanguard Morningstar Growth ETF position peaked at $668K in Q2 2017.
- 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.
Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.