Sunesis Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sunesis Advisors’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	–	Sell	-2,706	Closed	-$233K	–	66
2026 Q2	$233K	Buy	+2,706	New	+$228K	0.1%	55
2026 Q1	–	Sell	-2,706	Closed	-$220K	–	60
2025 Q4	$220K	Hold	2,706	–	–	0.1%	50
2025 Q3	$216K	Buy	+2,706	New	+$207K	0.1%	50

Other funds holding VUG

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Sunesis Advisors's VUG Position: Q3 2026 in Review

Sunesis Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2026, closing a stake of 2,706 shares — an estimated $233K sold.

Sunesis Advisors first reported a position in VUG in Q3 2025 and held it in 3 quarters. The position peaked at $233K in Q2 2026. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Sunesis Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2026 after selling out during the quarter.
Sunesis Advisors sold 2,706 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $233K.
Sunesis Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and held it in 3 quarters.
Sunesis Advisors's Vanguard Morningstar Growth ETF position peaked at $233K in Q2 2026.
2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Sunesis Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.