4Wealth Advisors
VUG icon

4Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

4Wealth 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 		$1.01M Buy
11,232
+921
+9% +$80.6K 0.7% 38
2026
Q2 		$875K Sell
10,311
-69
-0.7% -$5.81K 0.67% 44
2026
Q1 		$727K Buy
10,380
+174
+2% +$13.5K 0.62% 50
2025
Q4 		$830K Buy
10,206
+246
+2% +$20K 0.71% 40
2025
Q3 		$796K Sell
9,960
-312
-3% -$23.8K 0.71% 40
2025
Q2 		$751K Buy
10,272
+1,212
+13% +$79.8K 0.76% 37
2025
Q1 		$560K Buy
9,060
+1,236
+16% +$83.3K 0.61% 57
2024
Q4 		$535K Buy
+7,824
New +$526K 0.54% 60

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

4Wealth Advisors's VUG Position: Q3 2026 in Review

4Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.9% in Q3 2026, buying an estimated $80.6K and bringing the position to 11,232 shares worth $1.01M. The position accounts for 0.7% of the portfolio, ranked #38.

4Wealth Advisors first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. 1,438 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • 4Wealth Advisors held 11,232 shares of Vanguard Morningstar Growth ETF worth $1.01M as of Q3 2026.
  • 4Wealth Advisors bought 921 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $80.6K.
  • Vanguard Morningstar Growth ETF made up 0.7% of 4Wealth Advisors's portfolio in Q3 2026, its #38 holding.
  • 4Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.