Shira Ridge Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Shira Ridge Wealth Management’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	$886K	Sell	9,829 -36	-0.4%	-$3.15K	0.31%	37
2026 Q2	$850K	Sell	9,865 -77	-0.8%	-$6.48K	0.3%	41
2026 Q1	$724K	Buy	9,942 +6	+0.1%	+$467	0.29%	42
2025 Q4	$808K	Sell	9,936 -36	-0.4%	-$2.92K	0.32%	40
2025 Q3	$797K	Sell	9,972 -66	-0.7%	-$5.04K	0.34%	39
2025 Q2	$733K	Sell	10,038 -66	-0.7%	-$4.34K	0.34%	41
2025 Q1	$624K	Sell	10,104 -216	-2%	-$14.6K	0.31%	44
2024 Q4	$706K	Sell	10,320 -60	-0.6%	-$4.03K	0.35%	42
2024 Q3	$664K	Sell	10,380 -24	-0.2%	-$1.49K	0.34%	46
2024 Q2	$649K	Sell	10,404 -396	-4%	-$23.1K	0.36%	46
2024 Q1	$620K	Sell	10,800 -30	-0.3%	-$1.65K	0.35%	45
2023 Q4	$561K	Sell	10,830 -30	-0.3%	-$1.45K	0.34%	48
2023 Q3	$493K	Sell	10,860 -30	-0.3%	-$1.42K	0.32%	46
2023 Q2	$514K	Sell	10,890 -24	-0.2%	-$1.04K	0.32%	45
2023 Q1	$454K	Sell	10,914 -120	-1%	-$4.67K	0.3%	49
2022 Q4	$392K	Buy	+11,034	New	+$406K	0.27%	52

Other funds holding VUG

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

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Shira Ridge Wealth Management's VUG Position: Q3 2026 in Review

Shira Ridge Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.36% in Q3 2026, selling an estimated $3.15K and leaving 9,829 shares worth $886K. The position accounts for 0.31% of the portfolio, ranked #37.

Shira Ridge Wealth Management first reported a position in VUG in Q4 2022 and has held it in 16 quarters since. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Shira Ridge Wealth Management held 9,829 shares of Vanguard Morningstar Growth ETF worth $886K as of Q3 2026.
Shira Ridge Wealth Management sold 36 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $3.15K.
Vanguard Morningstar Growth ETF made up 0.31% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #37 holding.
Shira Ridge Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 16 quarters since.
176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.