YIA
VUG icon

YHB Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

YHB Investment Advisors’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 		$1.11M Buy
12,270
+1,896
+18% +$166K 0.07% 160
2026
Q2 		$894K Sell
10,374
-6
-0.1% -$505 0.06% 184
2026
Q1 		$756K Sell
10,380
-162
-2% -$12.6K 0.05% 185
2025
Q4 		$857K Buy
10,542
+42
+0.4% +$3.41K 0.06% 182
2025
Q3 		$839K Hold
10,500
– – 0.06% 178
2025
Q2 		$767K Sell
10,500
-276
-3% -$18.2K 0.06% 178
2025
Q1 		$666K Buy
10,776
+282
+3% +$19K 0.06% 184
2024
Q4 		$718K Sell
10,494
-1,452
-12% -$97.5K 0.06% 170
2024
Q3 		$764K Buy
11,946
+186
+2% +$11.5K 0.06% 167
2024
Q2 		$733K Buy
11,760
+1,422
+14% +$82.9K 0.06% 166
2024
Q1 		$593K Buy
10,338
+534
+5% +$29.4K 0.05% 182
2023
Q4 		$508K Hold
9,804
– – 0.05% 188
2023
Q3 		$445K Buy
9,804
+180
+2% +$8.5K 0.04% 196
2023
Q2 		$454K Buy
9,624
+180
+2% +$7.81K 0.04% 195
2023
Q1 		$393K Hold
9,444
– – 0.04% 203
2022
Q4 		$335K Buy
9,444
+90
+1% +$3.31K 0.04% 212
2022
Q3 		$334K Hold
9,354
– – 0.04% 215
2022
Q2 		$347K Hold
9,354
– – 0.04% 212
2022
Q1 		$448K Hold
9,354
– – 0.04% 201
2021
Q4 		$500K Hold
9,354
– – 0.04% 212
2021
Q3 		$452K Hold
9,354
– – 0.04% 204
2021
Q2 		$447K Hold
9,354
– – 0.04% 208
2021
Q1 		$431K Sell
9,354
-1,086
-10% -$46.5K 0.04% 209
2020
Q4 		$441K Buy
+10,440
New +$417K 0.04% 203

Other funds holding VUG

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

YHB Investment Advisors's VUG Position: Q3 2026 in Review

YHB Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 18% in Q3 2026, buying an estimated $166K and bringing the position to 12,270 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #160.

YHB Investment Advisors first reported a position in VUG in Q4 2020 and has held it in 24 quarters since. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • YHB Investment Advisors held 12,270 shares of Vanguard Morningstar Growth ETF worth $1.11M as of Q3 2026.
  • YHB Investment Advisors bought 1,896 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $166K.
  • Vanguard Morningstar Growth ETF made up 0.07% of YHB Investment Advisors's portfolio in Q3 2026, its #160 holding.
  • YHB Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.