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Sapient Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sapient Capital’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 		$24.4M Sell
270,533
-2,438
-0.9% -$213K 0.33% 39
2026
Q2 		$23.5M Buy
272,971
+11,281
+4% +$949K 0.31% 44
2026
Q1 		$19.1M Sell
261,690
-8,820
-3% -$686K 0.29% 53
2025
Q4 		$22.2M Buy
270,510
+38,664
+17% +$3.14M 0.31% 51
2025
Q3 		$18.5M Sell
231,846
-26,886
-10% -$2.05M 0.28% 61
2025
Q2 		$18.9M Buy
258,732
+40,890
+19% +$2.69M 0.34% 53
2025
Q1 		$13.5M Buy
217,842
+23,664
+12% +$1.6M 0.27% 70
2024
Q4 		$13.3M Buy
194,178
+147,618
+317% +$9.92M 0.25% 70
2024
Q3 		$2.98M Buy
46,560
+4,374
+10% +$271K 0.06% 120
2024
Q2 		$2.63M Sell
42,186
-546
-1% -$31.8K 0.05% 116
2024
Q1 		$2.45M Buy
42,732
+17,724
+71% +$975K 0.05% 126
2023
Q4 		$1.3M Buy
+25,008
New +$1.21M 0.03% 155

Other funds holding VUG

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
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 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
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sapient Capital's VUG Position: Q3 2026 in Review

Sapient Capital reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.89% in Q3 2026, selling an estimated $213K and leaving 270,533 shares worth $24.4M. The position accounts for 0.33% of the portfolio, ranked #39.

Sapient Capital first reported a position in VUG in Q4 2023 and has held it in 12 quarters since. 110 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Sapient Capital held 270,533 shares of Vanguard Morningstar Growth ETF worth $24.4M as of Q3 2026.
  • Sapient Capital sold 2,438 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $213K.
  • Vanguard Morningstar Growth ETF made up 0.33% of Sapient Capital's portfolio in Q3 2026, its #39 holding.
  • Sapient Capital first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 110 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.