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

Aaron Wealth 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	$4.18M	Sell	46,394 -4,708	-9%	-$412K	0.2%	56
2026 Q2	$4.4M	Sell	51,102 -1,530	-3%	-$129K	0.22%	55
2026 Q1	$3.83M	Sell	52,632 -678	-1%	-$52.7K	0.22%	55
2025 Q4	$4.33M	Sell	53,310 -18	-0%	-$1.46K	0.24%	49
2025 Q3	$4.26M	Hold	53,328	–	–	0.25%	47
2025 Q2	$3.9M	Hold	53,328	–	–	0.4%	38
2025 Q1	$3.3M	Sell	53,328 -96	-0.2%	-$6.47K	0.38%	39
2024 Q4	$3.65M	Sell	53,424 -168	-0.3%	-$11.3K	0.42%	37
2024 Q3	$3.43M	Sell	53,592 -342	-0.6%	-$21.2K	0.41%	35
2024 Q2	$3.36M	Buy	53,934 +6,780	+14%	+$395K	0.47%	33
2024 Q1	$2.7M	Sell	47,154 -2,178	-4%	-$120K	0.39%	39
2023 Q4	$2.56M	Sell	49,332 -27,696	-36%	-$1.34M	0.42%	33
2023 Q3	$3.5M	Buy	+77,028	New	+$3.64M	0.45%	37
2022 Q2	–	Sell	-13,692	Closed	-$656K	–	838
2022 Q1	$656K	Buy	+13,692	New	+$648K	0.15%	85

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

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

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

MWA

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

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

Aaron Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 9.2% in Q3 2026, selling an estimated $412K and leaving 46,394 shares worth $4.18M. The position accounts for 0.2% of the portfolio, ranked #56.

Aaron Wealth Advisors first reported a position in VUG in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.4M in Q2 2026. 394 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Aaron Wealth Advisors held 46,394 shares of Vanguard Morningstar Growth ETF worth $4.18M as of Q3 2026.
Aaron Wealth Advisors sold 4,708 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $412K.
Vanguard Morningstar Growth ETF made up 0.2% of Aaron Wealth Advisors's portfolio in Q3 2026, its #56 holding.
Aaron Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 14 quarters since.
Aaron Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $4.4M in Q2 2026.
394 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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