Sterling Investment Advisors (Pennsylvania)’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
Q2 | $655K | Hold |
7,608
| – | – | 0.11% | 127 |
|
|
2026
Q1 | $554K | Hold |
7,608
| – | – | 0.1% | 132 |
|
|
2025
Q4 | $618K | Sell |
7,608
-54
| -0.7% | -$4.38K | 0.11% | 128 |
|
|
2025
Q3 | $613K | Hold |
7,662
| – | – | 0.12% | 121 |
|
|
2025
Q2 | $560K | Sell |
7,662
-1,194
| -13% | -$78.6K | 0.12% | 122 |
|
|
2025
Q1 | $547K | Buy |
8,856
+612
| +7% | +$41.3K | 0.13% | 118 |
|
|
2024
Q4 | $564K | Hold |
8,244
| – | – | 0.14% | 104 |
|
|
2024
Q3 | $528K | Hold |
8,244
| – | – | 0.13% | 105 |
|
|
2024
Q2 | $514K | Hold |
8,244
| – | – | 0.14% | 101 |
|
|
2024
Q1 | $473K | Buy |
8,244
+1,992
| +32% | +$110K | 0.13% | 103 |
|
|
2023
Q4 | $324K | Hold |
6,252
| – | – | 0.1% | 112 |
|
|
2023
Q3 | $284K | Sell |
6,252
-1,350
| -18% | -$63.8K | 0.1% | 111 |
|
|
2023
Q2 | $359K | Hold |
7,602
| – | – | 0.12% | 108 |
|
|
2023
Q1 | $316K | Buy |
7,602
+252
| +3% | +$9.8K | 0.11% | 112 |
|
|
2022
Q4 | $261K | Hold |
7,350
| – | – | 0.09% | 120 |
|
|
2022
Q3 | $262K | Hold |
7,350
| – | – | 0.1% | 122 |
|
|
2022
Q2 | $273K | Hold |
7,350
| – | – | 0.09% | 120 |
|
|
2022
Q1 | $352K | Hold |
7,350
| – | – | 0.1% | 117 |
|
|
2021
Q4 | $393K | Hold |
7,350
| – | – | 0.11% | 116 |
|
|
2021
Q3 | $355K | Hold |
7,350
| – | – | 0.11% | 121 |
|
|
2021
Q2 | $351K | Sell |
7,350
-1,176
| -14% | -$53.4K | 0.1% | 126 |
|
|
2021
Q1 | $365K | Hold |
8,526
| – | – | 0.12% | 117 |
|
|
2020
Q4 | $360K | Sell |
8,526
-450
| -5% | -$18K | 0.12% | 106 |
|
|
2020
Q3 | $341K | Sell |
8,976
-1,200
| -12% | -$44.3K | 0.13% | 105 |
|
|
2020
Q2 | $342K | Hold |
10,176
| – | – | 0.14% | 104 |
|
|
2020
Q1 | $265K | Hold |
10,176
| – | – | 0.14% | 97 |
|
|
2019
Q4 | $308K | Buy |
10,176
+3,600
| +55% | +$104K | 0.14% | 95 |
|
|
2019
Q3 | $182K | Sell |
6,576
-1,200
| -15% | -$33.3K | 0.09% | 114 |
|
|
2019
Q2 | $212K | Hold |
7,776
| – | – | 0.11% | 111 |
|
|
2019
Q1 | $203K | Hold |
7,776
| – | – | 0.1% | 116 |
|
|
2018
Q4 | $174K | Sell |
7,776
-1,698
| -18% | -$41.1K | 0.1% | 115 |
|
|
2018
Q3 | $254K | Sell |
9,474
-1,800
| -16% | -$47.1K | 0.13% | 104 |
|
|
2018
Q2 | $281K | Hold |
11,274
| – | – | 0.17% | 97 |
|
|
2018
Q1 | $267K | Hold |
11,274
| – | – | 0.16% | 96 |
|
|
2017
Q4 | $264K | Hold |
11,274
| – | – | 0.16% | 93 |
|
|
2017
Q3 | $249K | Hold |
11,274
| – | – | 0.17% | 93 |
|
|
2017
Q2 | $239K | Hold |
11,274
| – | – | 0.16% | 97 |
|
|
2017
Q1 | $229K | Buy |
11,274
+10,098
| +859% | +$199K | 0.16% | 93 |
|
|
2016
Q4 | $22K | Buy |
+1,176
| New | +$21.8K | 0.02% | 211 |
|
Other funds holding VUG
EWA
Sterling Investment Advisors (Pennsylvania)'s VUG Position: Q2 2026 in Review
Sterling Investment Advisors (Pennsylvania) held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 7,608 shares worth $655K. The position accounts for 0.11% of the portfolio, ranked #127.
Sterling Investment Advisors (Pennsylvania) first reported a position in VUG in Q4 2016 and has held it in 39 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Sterling Investment Advisors (Pennsylvania) held 7,608 shares of Vanguard Morningstar Growth ETF worth $655K as of Q2 2026.
- Sterling Investment Advisors (Pennsylvania) left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
- Vanguard Morningstar Growth ETF made up 0.11% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #127 holding.
- Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Morningstar Growth ETF in Q4 2016 and has held it in 39 quarters since.
- 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.