STACKSTONE WEALTH, LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

STACKSTONE WEALTH, 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	$562K	Buy	+6,237	New	+$546K	0.06%	215

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

RWM

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

STACKSTONE WEALTH, LLC's VUG Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 6,237 shares worth $562K. The stake represents 0.06% of the portfolio and ranks #215 among its holdings.

753 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

STACKSTONE WEALTH, LLC held 6,237 shares of Vanguard Morningstar Growth ETF worth $562K as of Q3 2026.
Vanguard Morningstar Growth ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.06% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #215 holding.
753 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.