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Vista Capital Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Vista Capital 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
Q2 		$96.4M Sell
1,118,890
-28,784
-3% -$2.42M 8.43% 4
2026
Q1 		$83.5M Sell
1,147,674
-17,628
-2% -$1.37M 8.4% 4
2025
Q4 		$94.8M Sell
1,165,302
-51,216
-4% -$4.16M 9.35% 4
2025
Q3 		$97.2M Sell
1,216,518
-25,224
-2% -$1.93M 9.89% 4
2025
Q2 		$90.7M Sell
1,241,742
-19,068
-2% -$1.26M 9.93% 4
2025
Q1 		$77.9M Sell
1,260,810
-29,538
-2% -$1.99M 9.46% 4
2024
Q4 		$88.3M Sell
1,290,348
-51,300
-4% -$3.45M 10.27% 4
2024
Q3 		$85.8M Sell
1,341,648
-45,702
-3% -$2.83M 9.93% 4
2024
Q2 		$86.5M Sell
1,387,350
-37,374
-3% -$2.18M 10.72% 4
2024
Q1 		$81.7M Sell
1,424,724
-67,434
-5% -$3.71M 10.22% 4
2023
Q4 		$77.3M Sell
1,492,158
-55,392
-4% -$2.67M 10.32% 4
2023
Q3 		$70.2M Sell
1,547,550
-54,600
-3% -$2.58M 10.5% 4
2023
Q2 		$75.6M Sell
1,602,150
-28,422
-2% -$1.23M 10.48% 4
2023
Q1 		$67.8M Sell
1,630,572
-780
-0% -$30.3K 10% 4
2022
Q4 		$57.9M Sell
1,631,352
-564
-0% -$20.7K 9.03% 4
2022
Q3 		$58.2M Sell
1,631,916
-1,452
-0.1% -$58.4K 9.92% 4
2022
Q2 		$60.7M Sell
1,633,368
-10,920
-0.7% -$449K 9.87% 4
2022
Q1 		$78.8M Buy
1,644,288
+9,546
+0.6% +$452K 10.21% 4
2021
Q4 		$87.4M Sell
1,634,742
-48,318
-3% -$2.52M 11.06% 4
2021
Q3 		$81.4M Sell
1,683,060
-36,210
-2% -$1.8M 11.69% 4
2021
Q2 		$82.2M Sell
1,719,270
-47,040
-3% -$2.14M 11.89% 4
2021
Q1 		$75.7M Sell
1,766,310
-130,362
-7% -$5.58M 11.73% 4
2020
Q4 		$80.1M Sell
1,896,672
-183,612
-9% -$7.33M 13.27% 3
2020
Q3 		$78.9M Sell
2,080,284
-82,194
-4% -$3.03M 14.31% 3
2020
Q2 		$72.8M Sell
2,162,478
-86,346
-4% -$2.66M 14.18% 3
2020
Q1 		$58.7M Sell
2,248,824
-83,010
-4% -$2.49M 13.93% 3
2019
Q4 		$70.8M Sell
2,331,834
-50,316
-2% -$1.45M 13.25% 3
2019
Q3 		$66M Sell
2,382,150
-33,846
-1% -$939K 13.09% 4
2019
Q2 		$65.8M Sell
2,415,996
-75,822
-3% -$2.03M 13.08% 4
2019
Q1 		$65M Sell
2,491,818
-33,738
-1% -$833K 13.37% 4
2018
Q4 		$56.5M Buy
2,525,556
+696
+0% +$16.9K 13.24% 3
2018
Q3 		$67.8M Sell
2,524,860
-78,918
-3% -$2.06M 13.91% 3
2018
Q2 		$65M Sell
2,603,778
-53,274
-2% -$1.31M 14.11% 3
2018
Q1 		$62.8M Sell
2,657,052
-62,838
-2% -$1.53M 14.32% 3
2017
Q4 		$63.8M Sell
2,719,890
-37,866
-1% -$869K 14.45% 3
2017
Q3 		$61M Sell
2,757,756
-61,296
-2% -$1.33M 14.69% 3
2017
Q2 		$59.7M Sell
2,819,052
-38,028
-1% -$797K 15.05% 3
2017
Q1 		$57.9M Sell
2,857,080
-63,264
-2% -$1.25M 15.03% 3
2016
Q4 		$54.3M Sell
2,920,344
-30,282
-1% -$560K 14.76% 3
2016
Q3 		$55.2M Sell
2,950,626
-36,564
-1% -$680K 15.57% 3
2016
Q2 		$53.4M Sell
2,987,190
-34,464
-1% -$614K 15.85% 3
2016
Q1 		$53.6M Sell
3,021,654
-18,288
-0.6% -$307K 16.48% 3
2015
Q4 		$53.9M Sell
3,039,942
-58,056
-2% -$1.04M 16.91% 3
2015
Q3 		$51.8M Sell
3,097,998
-6,336
-0.2% -$112K 17.18% 3
2015
Q2 		$55.4M Sell
3,104,334
-102,282
-3% -$1.86M 17.39% 3
2015
Q1 		$55.9M Sell
3,206,616
-72,408
-2% -$1.28M 17.3% 3
2014
Q4 		$57M Sell
3,279,024
-37,494
-1% -$637K 18.01% 2
2014
Q3 		$55.1M Sell
3,316,518
-126,666
-4% -$2.11M 18.27% 2
2014
Q2 		$56.8M Buy
3,443,184
+24,522
+0.7% +$389K 18.33% 2
2014
Q1 		$53.3M Sell
3,418,662
-54,534
-2% -$846K 18.42% 2
2013
Q4 		$53.9M Sell
3,473,196
-78,474
-2% -$1.16M 19.38% 2
2013
Q3 		$50.1M Sell
3,551,670
-62,172
-2% -$857K 19.24% 2
2013
Q2 		$47.1M Buy
+3,613,842
New +$47.7M 18.35% 2

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Vista Capital Partners's VUG Position: Q2 2026 in Review

Vista Capital Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q2 2026, selling an estimated $2.42M and leaving 1,118,890 shares worth $96.4M. The position accounts for 8.43% of the portfolio, ranked #4.

Vista Capital Partners first reported a position in VUG in Q2 2013 and has held it in 53 quarters since. The position peaked at $97.2M in Q3 2025. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Vista Capital Partners held 1,118,890 shares of Vanguard Morningstar Growth ETF worth $96.4M as of Q2 2026.
  • Vista Capital Partners sold 28,784 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.42M.
  • Vanguard Morningstar Growth ETF made up 8.43% of Vista Capital Partners's portfolio in Q2 2026, its #4 holding.
  • Vista Capital Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Vista Capital Partners's Vanguard Morningstar Growth ETF position peaked at $97.2M in Q3 2025.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.