Stonehearth Capital Management’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 | $243K | Hold |
2,826
| – | – | 0.08% | 72 |
|
|
2026
Q1 | $206K | Hold |
2,826
| – | – | 0.08% | 94 |
|
|
2025
Q4 | $230K | Hold |
2,826
| – | – | 0.09% | 91 |
|
|
2025
Q3 | $226K | Sell |
2,826
-462
| -14% | -$35.3K | 0.09% | 88 |
|
|
2025
Q2 | $240K | Sell |
3,288
-126
| -4% | -$8.29K | 0.1% | 80 |
|
|
2025
Q1 | $211K | Buy |
3,414
+126
| +4% | +$8.5K | 0.09% | 81 |
|
|
2024
Q4 | $225K | Sell |
3,288
-192
| -6% | -$12.9K | 0.09% | 75 |
|
|
2024
Q3 | $223K | Buy |
3,480
+192
| +6% | +$11.9K | 0.09% | 71 |
|
|
2024
Q2 | $205K | Buy |
+3,288
| New | +$192K | 0.09% | 75 |
|
|
2022
Q2 | – | Sell |
-5,994
| Closed | -$287K | – | 85 |
|
|
2022
Q1 | $287K | Hold |
5,994
| – | – | 0.15% | 51 |
|
|
2021
Q4 | $321K | Hold |
5,994
| – | – | 0.17% | 44 |
|
|
2021
Q3 | $290K | Hold |
5,994
| – | – | 0.15% | 50 |
|
|
2021
Q2 | $287K | Sell |
5,994
-1,500
| -20% | -$68.1K | 0.14% | 52 |
|
|
2021
Q1 | $321K | Buy |
7,494
+1,500
| +25% | +$64.2K | 0.17% | 46 |
|
|
2020
Q4 | $253K | Hold |
5,994
| – | – | 0.14% | 51 |
|
|
2020
Q3 | $227K | Hold |
5,994
| – | – | 0.15% | 49 |
|
|
2020
Q2 | $216K | Buy |
+5,994
| New | +$184K | 0.14% | 53 |
|
|
2018
Q4 | – | Sell |
-10,590
| Closed | -$284K | – | 49 |
|
|
2018
Q3 | $284K | Hold |
10,590
| – | – | 0.22% | 36 |
|
|
2018
Q2 | $265K | Buy |
+10,590
| New | +$260K | 0.21% | 34 |
|
|
2018
Q1 | – | Sell |
-10,590
| Closed | -$248K | – | 35 |
|
|
2017
Q4 | $248K | Hold |
10,590
| – | – | 0.19% | 34 |
|
|
2017
Q3 | $234K | Sell |
10,590
-186
| -2% | -$4.04K | 0.18% | 30 |
|
|
2017
Q2 | $228K | Sell |
10,776
-504
| -4% | -$10.6K | 0.18% | 30 |
|
|
2017
Q1 | $229K | Hold |
11,280
| – | – | 0.18% | 30 |
|
|
2016
Q4 | $210K | Hold |
11,280
| – | – | 0.16% | 33 |
|
|
2016
Q3 | $211K | Hold |
11,280
| – | – | 0.16% | 31 |
|
|
2016
Q2 | $202K | Hold |
11,280
| – | – | 0.16% | 29 |
|
|
2016
Q1 | $200K | Sell |
11,280
-414
| -4% | -$6.94K | 0.17% | 33 |
|
|
2015
Q4 | $207K | Sell |
11,694
-1,530
| -12% | -$27.4K | 0.14% | 38 |
|
|
2015
Q3 | $221K | Buy |
13,224
+144
| +1% | +$2.55K | 0.16% | 38 |
|
|
2015
Q2 | $233K | Sell |
13,080
-918
| -7% | -$16.7K | 0.16% | 32 |
|
|
2015
Q1 | $244K | Sell |
13,998
-274,332
| -95% | -$4.87M | 0.15% | 33 |
|
|
2014
Q4 | $5.02M | Buy |
+288,330
| New | +$4.9M | 3.69% | 13 |
|
Other funds holding VUG
EWA
Stonehearth Capital Management's VUG Position: Q2 2026 in Review
Stonehearth Capital Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 2,826 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #72.
Stonehearth Capital Management first reported a position in VUG in Q4 2014 and has held it in 32 quarters since. The position peaked at $5.02M in Q4 2014. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Stonehearth Capital Management held 2,826 shares of Vanguard Morningstar Growth ETF worth $243K as of Q2 2026.
- Stonehearth Capital Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
- Vanguard Morningstar Growth ETF made up 0.08% of Stonehearth Capital Management's portfolio in Q2 2026, its #72 holding.
- Stonehearth Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2014 and has held it in 32 quarters since.
- Stonehearth Capital Management's Vanguard Morningstar Growth ETF position peaked at $5.02M in Q4 2014.
- 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.