Accurate Wealth Management
VUG icon

Accurate Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Accurate Wealth Management’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 		$3.51M Buy
38,285
+1,118
+3% +$97.9K 0.3% 67
2026
Q2 		$3.25M Buy
37,167
+1,593
+4% +$134K 0.31% 66
2026
Q1 		$2.73M Sell
35,574
-13,890
-28% -$1.08M 0.33% 62
2025
Q4 		$4.05M Sell
49,464
-192
-0.4% -$15.6K 0.51% 36
2025
Q3 		$3.94M Buy
49,656
+3,372
+7% +$258K 0.52% 32
2025
Q2 		$3.41M Buy
46,284
+360
+0.8% +$23.7K 0.52% 37
2025
Q1 		$2.76M Sell
45,924
-2,976
-6% -$201K 0.53% 49
2024
Q4 		$3.32M Sell
48,900
-1,500
-3% -$101K 0.64% 30
2024
Q3 		$3.26M Buy
50,400
+1,092
+2% +$67.7K 0.66% 34
2024
Q2 		$3.18M Sell
49,308
-414
-0.8% -$24.1K 0.76% 36
2024
Q1 		$2.67M Sell
49,722
-264
-0.5% -$14.5K 0.78% 37
2023
Q4 		$2.6M Sell
49,986
-3,552
-7% -$171K 0.81% 32
2023
Q3 		$2.5M Sell
53,538
-1,986
-4% -$93.8K 0.79% 34
2023
Q2 		$2.68M Sell
55,524
-2,106
-4% -$91.3K 0.83% 29
2023
Q1 		$2.37M Sell
57,630
-774
-1% -$30.1K 0.82% 21
2022
Q4 		$2.12M Buy
58,404
+8,412
+17% +$309K 0.78% 19
2022
Q3 		$2.07M Buy
49,992
+22,848
+84% +$918K 0.86% 32
2022
Q2 		$1.05M Buy
27,144
+15,786
+139% +$649K 0.57% 36
2022
Q1 		$544K Sell
11,358
-330
-3% -$15.6K 0.24% 83
2021
Q4 		$604K Buy
11,688
+384
+3% +$20K 0.49% 56
2021
Q3 		$555K Buy
11,304
+720
+7% +$35.8K 0.48% 57
2021
Q2 		$506K Buy
+10,584
New +$481K 0.44% 54

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return

Accurate Wealth Management's VUG Position: Q3 2026 in Review

Accurate Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 3% in Q3 2026, buying an estimated $97.9K and bringing the position to 38,285 shares worth $3.51M. The position accounts for 0.3% of the portfolio, ranked #67.

Accurate Wealth Management first reported a position in VUG in Q2 2021 and has held it in 22 quarters since. The position peaked at $4.05M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Accurate Wealth Management held 38,285 shares of Vanguard Morningstar Growth ETF worth $3.51M as of Q3 2026.
  • Accurate Wealth Management bought 1,118 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $97.9K.
  • Vanguard Morningstar Growth ETF made up 0.3% of Accurate Wealth Management's portfolio in Q3 2026, its #67 holding.
  • Accurate Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 22 quarters since.
  • Accurate Wealth Management's Vanguard Morningstar Growth ETF position peaked at $4.05M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.