Venture Visionary Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Venture Visionary Partners’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	$85.6M	Buy	950,035 +21,010	+2%	+$1.84M	2.24%	7
2026 Q2	$80M	Sell	929,025 -5,103	-0.5%	-$429K	2.22%	8
2026 Q1	$68M	Sell	934,128 -30,198	-3%	-$2.35M	2.26%	8
2025 Q4	$78.5M	Sell	964,326 -16,938	-2%	-$1.37M	2.56%	6
2025 Q3	$78.4M	Sell	981,264 -59,340	-6%	-$4.53M	2.69%	5
2025 Q2	$76M	Buy	1,040,604 +19,728	+2%	+$1.3M	2.85%	3
2025 Q1	$63.1M	Buy	1,020,876 +45,276	+5%	+$3.05M	2.64%	5
2024 Q4	$66.7M	Buy	975,600 +24,432	+3%	+$1.64M	2.83%	4
2024 Q3	$60.9M	Buy	951,168 +40,182	+4%	+$2.49M	2.64%	5
2024 Q2	$56.8M	Buy	910,986 +7,140	+0.8%	+$416K	2.61%	5
2024 Q1	$51.9M	Buy	903,846 +80,646	+10%	+$4.43M	2.46%	5
2023 Q4	$42.7M	Buy	823,200 +16,314	+2%	+$787K	2.25%	6
2023 Q3	$36.6M	Buy	806,886 +29,766	+4%	+$1.41M	2.2%	5
2023 Q2	$36.6M	Sell	777,120 -24,912	-3%	-$1.08M	2.16%	6
2023 Q1	$33.3M	Buy	802,032 +52,512	+7%	+$2.04M	2.11%	7
2022 Q4	$26.6M	Buy	749,520 +139,020	+23%	+$5.11M	1.93%	9
2022 Q3	$21.8M	Buy	610,500 +29,040	+5%	+$1.17M	1.77%	10
2022 Q2	$21.6M	Buy	581,460 +9,612	+2%	+$395K	1.64%	9
2022 Q1	$27.4M	Sell	571,848 -77,154	-12%	-$3.65M	1.83%	9
2021 Q4	$34.7M	Buy	649,002 +6,012	+0.9%	+$313K	2.26%	6
2021 Q3	$31.1M	Buy	642,990 +35,634	+6%	+$1.77M	2.22%	7
2021 Q2	$29M	Sell	607,356 -5,688	-0.9%	-$258K	2.33%	8
2021 Q1	$26.3M	Buy	613,044 +29,046	+5%	+$1.24M	2.19%	7
2020 Q4	$24.7M	Buy	583,998 +42,918	+8%	+$1.71M	2.71%	5
2020 Q3	$20.9M	Buy	541,080 +22,824	+4%	+$843K	5.08%	2
2020 Q2	$17.5M	Buy	518,256 +16,770	+3%	+$516K	5.08%	3
2020 Q1	$13.1M	Buy	501,486 +66,264	+15%	+$1.98M	4.94%	3
2019 Q4	$13.2M	Buy	+435,222	New	+$12.6M	4.01%	5

Other funds holding VUG

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Venture Visionary Partners's VUG Position: Q3 2026 in Review

Venture Visionary Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.3% in Q3 2026, buying an estimated $1.84M and bringing the position to 950,035 shares worth $85.6M. The position accounts for 2.24% of the portfolio, ranked #7.

Venture Visionary Partners first reported a position in VUG in Q4 2019 and has held it in 28 quarters since. 110 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Venture Visionary Partners held 950,035 shares of Vanguard Morningstar Growth ETF worth $85.6M as of Q3 2026.
Venture Visionary Partners bought 21,010 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.84M.
Vanguard Morningstar Growth ETF made up 2.24% of Venture Visionary Partners's portfolio in Q3 2026, its #7 holding.
Venture Visionary Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 28 quarters since.
110 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.