Verus Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-6,582
| Closed | -$526K | – | 124 |
|
|
2025
Q3 | $526K | Sell |
6,582
-30
| -0.5% | -$2.29K | 0.05% | 65 |
|
|
2025
Q2 | $488K | Sell |
6,612
-276
| -4% | -$18.2K | 0.05% | 65 |
|
|
2025
Q1 | $416K | Sell |
6,888
-36
| -0.5% | -$2.43K | 0.05% | 59 |
|
|
2024
Q4 | $470K | Hold |
6,924
| – | – | 0.05% | 55 |
|
|
2024
Q3 | $437K | Sell |
6,924
-618
| -8% | -$38.3K | 0.05% | 58 |
|
|
2024
Q2 | $470K | Hold |
7,542
| – | – | 0.05% | 51 |
|
|
2024
Q1 | $433K | Hold |
7,542
| – | – | 0.05% | 59 |
|
|
2023
Q4 | $406K | Hold |
7,542
| – | – | 0.05% | 65 |
|
|
2023
Q3 | $350K | Buy |
7,542
+6
| +0.1% | +$283 | 0.05% | 68 |
|
|
2023
Q2 | $364K | Hold |
7,536
| – | – | 0.05% | 66 |
|
|
2023
Q1 | $310K | Buy |
7,536
+12
| +0.2% | +$467 | 0.04% | 69 |
|
|
2022
Q4 | $295K | Sell |
7,524
-174
| -2% | -$6.4K | 0.04% | 76 |
|
|
2022
Q3 | $280K | Buy |
7,698
+18
| +0.2% | +$724 | 0.04% | 77 |
|
|
2022
Q2 | $313K | Buy |
7,680
+12
| +0.2% | +$493 | 0.04% | 70 |
|
|
2022
Q1 | $346K | Sell |
7,668
-96
| -1% | -$4.54K | 0.05% | 71 |
|
|
2021
Q4 | $415K | Buy |
7,764
+12
| +0.2% | +$625 | 0.05% | 59 |
|
|
2021
Q3 | $394K | Sell |
7,752
-582
| -7% | -$29K | 0.06% | 60 |
|
|
2021
Q2 | $404K | Buy |
8,334
+12
| +0.1% | +$545 | 0.06% | 60 |
|
|
2021
Q1 | $370K | Buy |
8,322
+264
| +3% | +$11.3K | 0.06% | 62 |
|
|
2020
Q4 | $340K | Buy |
8,058
+912
| +13% | +$36.4K | 0.06% | 63 |
|
|
2020
Q3 | $271K | Sell |
7,146
-192
| -3% | -$7.09K | 0.1% | 126 |
|
|
2020
Q2 | $247K | Buy |
+7,338
| New | +$226K | 0.05% | 61 |
|
|
2020
Q1 | – | Sell |
-7,302
| Closed | -$222K | – | 76 |
|
|
2019
Q4 | $222K | Buy |
7,302
+18
| +0.2% | +$520 | 0.07% | 66 |
|
|
2019
Q3 | $202K | Sell |
7,284
-234
| -3% | -$6.49K | 0.07% | 62 |
|
|
2019
Q2 | $205K | Buy |
+7,518
| New | +$201K | 0.07% | 53 |
|
|
2019
Q1 | – | Sell |
-7,956
| Closed | -$214K | – | 57 |
|
|
2018
Q4 | $214K | Hold |
7,956
| – | – | 0.08% | 49 |
|
|
2018
Q3 | $214K | Buy |
+7,956
| New | +$208K | 0.08% | 49 |
|
|
2018
Q2 | – | Sell |
-8,748
| Closed | -$207K | – | 51 |
|
|
2018
Q1 | $207K | Buy |
8,748
+24
| +0.3% | +$585 | 0.08% | 50 |
|
|
2017
Q4 | $205K | Sell |
8,724
-1,752
| -17% | -$40.2K | 0.07% | 52 |
|
|
2017
Q3 | $232K | Buy |
+10,476
| New | +$228K | 0.09% | 43 |
|
Other funds holding VUG
Verus Financial Partners's VUG Position: Q4 2025 in Review
Verus Financial Partners sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 6,582 shares — an estimated $526K sold.
Verus Financial Partners first reported a position in VUG in Q3 2017 and held it in 30 quarters. The position peaked at $526K in Q3 2025. 2,804 funds tracked by Wall St. Rank hold VUG as of Q4 2025.
- Verus Financial Partners reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
- Verus Financial Partners sold 6,582 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $526K.
- Verus Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2017 and held it in 30 quarters.
- Verus Financial Partners's Vanguard Morningstar Growth ETF position peaked at $526K in Q3 2025.
- 2,804 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.
Based on Verus Financial Partners's 13F filing for Q4 2025, filed 2 Feb 2026.