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Advisory Solutions Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Advisory Solutions 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 		$1.04M Buy
11,593
+7,912
+215% +$692K 0.22% 104
2026
Q2 		$317K Buy
+3,681
New +$310K 0.11% 149

Other funds holding VUG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Advisory Solutions Group's VUG Position: Q3 2026 in Review

Advisory Solutions Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 215% in Q3 2026, buying an estimated $692K and bringing the position to 11,593 shares worth $1.04M. The position accounts for 0.22% of the portfolio, ranked #104.

Advisory Solutions Group first reported a position in VUG in Q2 2026 and has held it in 2 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Advisory Solutions Group held 11,593 shares of Vanguard Morningstar Growth ETF worth $1.04M as of Q3 2026.
  • Advisory Solutions Group bought 7,912 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $692K.
  • Vanguard Morningstar Growth ETF made up 0.22% of Advisory Solutions Group's portfolio in Q3 2026, its #104 holding.
  • Advisory Solutions Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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