ABLE Financial Group
VUG icon

ABLE Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

ABLE Financial Group’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 		$444K Buy
4,926
+1,626
+49% +$142K 0.07% 154
2026
Q2 		$284K Hold
3,300
– – 0.05% 182
2026
Q1 		$240K Hold
3,300
– – 0.05% 185
2025
Q4 		$268K Sell
3,300
-96
-3% -$7.79K 0.05% 175
2025
Q3 		$271K Sell
3,396
-150
-4% -$11.5K 0.06% 169
2025
Q2 		$259K Sell
3,546
-288
-8% -$19K 0.06% 176
2025
Q1 		$237K Sell
3,834
-66
-2% -$4.45K 0.07% 176
2024
Q4 		$267K Hold
3,900
– – 0.08% 161
2024
Q3 		$250K Buy
+3,900
New +$242K 0.08% 161

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Bell Bank
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Retirement Investment Advisors
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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

ABLE Financial Group's VUG Position: Q3 2026 in Review

ABLE Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 49% in Q3 2026, buying an estimated $142K and bringing the position to 4,926 shares worth $444K. The position accounts for 0.07% of the portfolio, ranked #154.

ABLE Financial Group first reported a position in VUG in Q3 2024 and has held it in 9 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • ABLE Financial Group held 4,926 shares of Vanguard Morningstar Growth ETF worth $444K as of Q3 2026.
  • ABLE Financial Group bought 1,626 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $142K.
  • Vanguard Morningstar Growth ETF made up 0.07% of ABLE Financial Group's portfolio in Q3 2026, its #154 holding.
  • ABLE Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 9 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.