Y-Intercept (HK)
VUG icon

Y-Intercept (HK)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Y-Intercept (HK)’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 		$5.39M Buy
59,824
+53,636
+867% +$4.69M 0.12% 206
2026
Q2 		$533K Sell
6,188
-28,024
-82% -$2.36M 0.01% 1300
2026
Q1 		$2.49M Buy
+34,212
New +$2.66M 0.05% 614
2025
Q2 		– Sell
-33,024
Closed -$2.04M – 2060
2025
Q1 		$2.04M Buy
33,024
+22,956
+228% +$1.55M 0.14% 187
2024
Q4 		$689K Buy
+10,068
New +$676K 0.05% 583
2024
Q1 		– Sell
-24,450
Closed -$1.27M – 1796
2023
Q4 		$1.27M Buy
+24,450
New +$1.18M 0.12% 237
2022
Q4 		– Sell
-20,184
Closed -$720K – 1389
2022
Q3 		$720K Sell
20,184
-3,900
-16% -$157K 0.07% 404
2022
Q2 		$895K Buy
+24,084
New +$989K 0.12% 260
2021
Q4 		– Sell
-19,716
Closed -$953K – 910
2021
Q3 		$953K Buy
+19,716
New +$981K 0.17% 184

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

Y-Intercept (HK)'s VUG Position: Q3 2026 in Review

Y-Intercept (HK) increased its Vanguard Morningstar Growth ETF (VUG) stake by 867% in Q3 2026, buying an estimated $4.69M and bringing the position to 59,824 shares worth $5.39M. The position accounts for 0.12% of the portfolio, ranked #206.

Y-Intercept (HK) first reported a position in VUG in Q3 2021 and has held it in 9 quarters since. 1,082 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Y-Intercept (HK) held 59,824 shares of Vanguard Morningstar Growth ETF worth $5.39M as of Q3 2026.
  • Y-Intercept (HK) bought 53,636 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $4.69M.
  • Vanguard Morningstar Growth ETF made up 0.12% of Y-Intercept (HK)'s portfolio in Q3 2026, its #206 holding.
  • Y-Intercept (HK) first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 9 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.