Vima LLC
VUG icon

Vima LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Vima LLC’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 		$73K Sell
810
-246
-23% -$21.5K 0.07% 137
2026
Q2 		$91K Buy
+1,056
New +$88.9K 0.09% 121
2024
Q2 		– Sell
-360
Closed -$15K – 378
2024
Q1 		$15K Hold
360
– – 0.02% 202
2023
Q4 		$18.7K Buy
+360
New +$17.4K 0.04% 195

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vima LLC's VUG Position: Q3 2026 in Review

Vima LLC reduced its Vanguard Morningstar Growth ETF (VUG) stake by 23% in Q3 2026, selling an estimated $21.5K and leaving 810 shares worth $73K. The position accounts for 0.07% of the portfolio, ranked #137.

Vima LLC first reported a position in VUG in Q4 2023 and has held it in 4 quarters since. The position peaked at $91K in Q2 2026. 1,453 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Vima LLC held 810 shares of Vanguard Morningstar Growth ETF worth $73K as of Q3 2026.
  • Vima LLC sold 246 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $21.5K.
  • Vanguard Morningstar Growth ETF made up 0.07% of Vima LLC's portfolio in Q3 2026, its #137 holding.
  • Vima LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's Vanguard Morningstar Growth ETF position peaked at $91K in Q2 2026.
  • 1,453 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.