Sensible Money’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sensible Money’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	$263K	Sell	2,916 -1,287	-31%	-$113K	0.07%	84
2026 Q2	$362K	Buy	4,203 +1,287	+44%	+$108K	0.1%	72
2026 Q1	$212K	Hold	2,916	–	–	0.06%	84
2025 Q4	$237K	Sell	2,916 -384	-12%	-$31.2K	0.08%	75
2025 Q3	$264K	Hold	3,300	–	–	0.09%	68
2025 Q2	$241K	Hold	3,300	–	–	0.09%	77
2025 Q1	$204K	Sell	3,300 -732	-18%	-$49.4K	0.09%	81
2024 Q4	$276K	Sell	4,032 -1,908	-32%	-$128K	0.12%	62
2024 Q3	$380K	Hold	5,940	–	–	0.17%	52
2024 Q2	$370K	Hold	5,940	–	–	0.18%	50
2024 Q1	$341K	Hold	5,940	–	–	0.18%	54
2023 Q4	$308K	Hold	5,940	–	–	0.18%	54
2023 Q3	$270K	Hold	5,940	–	–	0.19%	54
2023 Q2	$280K	Hold	5,940	–	–	0.2%	55
2023 Q1	$247K	Hold	5,940	–	–	0.21%	59
2022 Q4	$211K	Buy	+5,940	New	+$219K	0.23%	67

Other funds holding VUG

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

Sensible Money's VUG Position: Q3 2026 in Review

Sensible Money reduced its Vanguard Morningstar Growth ETF (VUG) stake by 31% in Q3 2026, selling an estimated $113K and leaving 2,916 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #84.

Sensible Money first reported a position in VUG in Q4 2022 and has held it in 16 quarters since. The position peaked at $380K in Q3 2024. 1,160 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Sensible Money held 2,916 shares of Vanguard Morningstar Growth ETF worth $263K as of Q3 2026.
Sensible Money sold 1,287 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $113K.
Vanguard Morningstar Growth ETF made up 0.07% of Sensible Money's portfolio in Q3 2026, its #84 holding.
Sensible Money first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 16 quarters since.
Sensible Money's Vanguard Morningstar Growth ETF position peaked at $380K in Q3 2024.
1,160 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.