Veery Capital
VUG icon

Veery Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Veery Capital’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 		$31.6M Buy
350,820
+3,812
+1% +$334K 8.42% 4
2026
Q2 		$29.9M Sell
347,008
-1,640
-0.5% -$138K 8.03% 5
2026
Q1 		$25.4M Buy
348,648
+8,880
+3% +$691K 7.78% 5
2025
Q4 		$27.6M Buy
339,768
+3,288
+1% +$267K 8.48% 4
2025
Q3 		$26.9M Buy
336,480
+7,368
+2% +$563K 8.49% 4
2025
Q2 		$24M Buy
329,112
+9,516
+3% +$627K 8.27% 4
2025
Q1 		$19.8M Buy
319,596
+9,930
+3% +$670K 7.68% 5
2024
Q4 		$21.2M Buy
309,666
+666
+0.2% +$44.7K 8.11% 4
2024
Q3 		$19.8M Sell
309,000
-2,898
-0.9% -$180K 7.42% 5
2024
Q2 		$19.4M Sell
311,898
-17,970
-5% -$1.05M 7.88% 3
2024
Q1 		$18.9M Sell
329,868
-3,834
-1% -$211K 7.75% 4
2023
Q4 		$17.3M Sell
333,702
-34,392
-9% -$1.66M 7.75% 4
2023
Q3 		$16.7M Sell
368,094
-13,788
-4% -$651K 8.13% 4
2023
Q2 		$18M Sell
381,882
-7,368
-2% -$320K 8.5% 3
2023
Q1 		$16.2M Sell
389,250
-14,970
-4% -$582K 8.63% 4
2022
Q4 		$14.4M Buy
404,220
+20,958
+5% +$771K 8.48% 4
2022
Q3 		$13.7M Buy
383,262
+11,574
+3% +$465K 8.74% 4
2022
Q2 		$13.8M Buy
371,688
+33,726
+10% +$1.39M 8.49% 4
2022
Q1 		$16.2M Buy
337,962
+3,366
+1% +$159K 8.96% 4
2021
Q4 		$17.9M Buy
334,596
+2,106
+0.6% +$110K 9.4% 4
2021
Q3 		$16.1M Buy
332,490
+5,808
+2% +$289K 9.12% 4
2021
Q2 		$15.6M Buy
326,682
+15,012
+5% +$682K 9.09% 3
2021
Q1 		$13.4M Buy
311,670
+11,856
+4% +$507K 8.44% 4
2020
Q4 		$12.7M Buy
+299,814
New +$12M 8.54% 3

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Veery Capital's VUG Position: Q3 2026 in Review

Veery Capital increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.1% in Q3 2026, buying an estimated $334K and bringing the position to 350,820 shares worth $31.6M. The position accounts for 8.42% of the portfolio, ranked #4.

Veery Capital first reported a position in VUG in Q4 2020 and has held it in 24 quarters since. 980 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Veery Capital held 350,820 shares of Vanguard Morningstar Growth ETF worth $31.6M as of Q3 2026.
  • Veery Capital bought 3,812 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $334K.
  • Vanguard Morningstar Growth ETF made up 8.42% of Veery Capital's portfolio in Q3 2026, its #4 holding.
  • Veery Capital first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 980 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Veery Capital's 13F filing for Q3 2026, filed 7 Oct 2026.