Triumph Capital Management
VUG icon

Triumph Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Triumph Capital 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 		$111K Buy
1,234
+28
+2% +$2.45K 0.02% 480
2026
Q2 		$104K Hold
1,206
– – 0.02% 479
2026
Q1 		$87.8K Hold
1,206
– – 0.02% 487
2025
Q4 		$98.1K Buy
+1,206
New +$97.9K 0.02% 439
2024
Q1 		– Sell
-9,546
Closed -$495K – 264
2023
Q4 		$495K Sell
9,546
-252
-3% -$12.2K 0.21% 98
2023
Q3 		$445K Buy
9,798
+954
+11% +$45.1K 0.2% 113
2023
Q2 		$417K Sell
8,844
-240
-3% -$10.4K 0.19% 112
2023
Q1 		$378K Sell
9,084
-3,144
-26% -$122K 0.19% 106
2022
Q4 		$434K Buy
12,228
+930
+8% +$34.2K 0.23% 105
2022
Q3 		$403K Sell
11,298
-300
-3% -$12.1K 0.22% 108
2022
Q2 		$431K Sell
11,598
-3,558
-23% -$146K 0.23% 104
2022
Q1 		$726K Sell
15,156
-3,972
-21% -$188K 0.31% 75
2021
Q4 		$1.02M Sell
19,128
-150
-0.8% -$7.81K 0.44% 54
2021
Q3 		$932K Buy
19,278
+1,008
+6% +$50.2K 0.44% 56
2021
Q2 		$894K Buy
+18,270
New +$830K 0.52% 45

Other funds holding VUG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Triumph Capital Management's VUG Position: Q3 2026 in Review

Triumph Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.3% in Q3 2026, buying an estimated $2.45K and bringing the position to 1,234 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #480.

Triumph Capital Management first reported a position in VUG in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.02M in Q4 2021. 2,368 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Triumph Capital Management held 1,234 shares of Vanguard Morningstar Growth ETF worth $111K as of Q3 2026.
  • Triumph Capital Management bought 28 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $2.45K.
  • Vanguard Morningstar Growth ETF made up 0.02% of Triumph Capital Management's portfolio in Q3 2026, its #480 holding.
  • Triumph Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 15 quarters since.
  • Triumph Capital Management's Vanguard Morningstar Growth ETF position peaked at $1.02M in Q4 2021.
  • 2,368 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.