Advisor Resource Council’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Advisor Resource Council’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	$588K	Buy	+6,382	New	+$559K	0.2%	108
2025 Q2	–	Sell	-26,244	Closed	-$1.6M	–	593
2025 Q1	$1.6M	Buy	26,244 +17,574	+203%	+$1.18M	0.13%	180
2024 Q4	$593K	Buy	+8,670	New	+$582K	0.43%	26
2024 Q2	–	Sell	-8,178	Closed	-$424K	–	228
2024 Q1	$424K	Sell	8,178 -33,774	-81%	-$1.86M	0.18%	134
2023 Q4	$2.17M	Buy	+41,952	New	+$2.03M	0.25%	95
2022 Q3	–	Sell	-47,640	Closed	-$1.77M	–	504
2022 Q2	$1.77M	Buy	+47,640	New	+$1.96M	0.16%	142
2022 Q1	–	Sell	-48,858	Closed	-$2.61M	–	552
2021 Q4	$2.61M	Buy	+48,858	New	+$2.55M	0.2%	100
2021 Q3	–	Sell	-14,922	Closed	-$713K	–	497
2021 Q2	$713K	Buy	+14,922	New	+$678K	0.07%	249

Other funds holding VUG

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

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

Advisor Resource Council's VUG Position: Q3 2026 in Review

Advisor Resource Council opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 6,382 shares worth $588K. The stake represents 0.2% of the portfolio and ranks #108 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in VUG as recently as Q1 2025.

Advisor Resource Council first reported a position in VUG in Q2 2021 and has held it in 8 quarters since. The position peaked at $2.61M in Q4 2021. 1,819 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Advisor Resource Council held 6,382 shares of Vanguard Morningstar Growth ETF worth $588K as of Q3 2026.
Vanguard Morningstar Growth ETF was a new Advisor Resource Council position in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.2% of Advisor Resource Council's portfolio in Q3 2026, its #108 holding.
Advisor Resource Council first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 8 quarters since.
Advisor Resource Council's Vanguard Morningstar Growth ETF position peaked at $2.61M in Q4 2021.
1,819 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Advisor Resource Council's 13F filing for Q3 2026, filed 5 Nov 2026.