Advocate Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Advocate 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	$4.78M	Buy	53,033 +17,416	+49%	+$1.52M	0.74%	56
2026 Q2	$3.07M	Buy	35,617 +13,693	+62%	+$1.15M	0.46%	64
2026 Q1	$1.6M	Buy	21,924 +30	+0.1%	+$2.33K	0.25%	77
2025 Q4	$1.78M	Hold	21,894	–	–	0.29%	77
2025 Q3	$1.75M	Hold	21,894	–	–	0.29%	74
2025 Q2	$1.6M	Hold	21,894	–	–	0.29%	74
2025 Q1	$1.35M	Hold	21,894	–	–	0.25%	76
2024 Q4	$1.5M	Hold	21,894	–	–	0.28%	74
2024 Q3	$1.4M	Hold	21,894	–	–	0.25%	72
2024 Q2	$1.36M	Sell	21,894 -696	-3%	-$40.6K	0.27%	72
2024 Q1	$1.3M	Hold	22,590	–	–	0.26%	77
2023 Q4	$1.17M	Sell	22,590 -324	-1%	-$15.6K	0.25%	78
2023 Q3	$1.04M	Sell	22,914 -2,136	-9%	-$101K	0.24%	77
2023 Q2	$1.18M	Hold	25,050	–	–	0.26%	76
2023 Q1	$1.04M	Sell	25,050 -510	-2%	-$19.8K	0.23%	74
2022 Q4	$908K	Buy	25,560 +3,342	+15%	+$123K	0.2%	80
2022 Q3	$792K	Sell	22,218 -732	-3%	-$29.4K	0.2%	76
2022 Q2	$853K	Buy	+22,950	New	+$943K	0.2%	74

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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Advocate Group's VUG Position: Q3 2026 in Review

Advocate Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 49% in Q3 2026, buying an estimated $1.52M and bringing the position to 53,033 shares worth $4.78M. The position accounts for 0.74% of the portfolio, ranked #56.

Advocate Group first reported a position in VUG in Q2 2022 and has held it in 18 quarters since. 1,459 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Advocate Group held 53,033 shares of Vanguard Morningstar Growth ETF worth $4.78M as of Q3 2026.
Advocate Group bought 17,416 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.52M.
Vanguard Morningstar Growth ETF made up 0.74% of Advocate Group's portfolio in Q3 2026, its #56 holding.
Advocate Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and has held it in 18 quarters since.
1,459 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.