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Advus Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Advus Financial Partners’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 		$225K Hold
2,500
– – 0.06% 138
2026
Q2 		$215K Buy
+2,500
New +$210K 0.06% 138
2021
Q4 		– Sell
-6,456
Closed -$345K – 105
2021
Q3 		$345K Buy
+6,456
New +$321K 0.19% 62

Other funds holding VUG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Advus Financial Partners's VUG Position: Q3 2026 in Review

Advus Financial Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 2,500 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #138.

Advus Financial Partners first reported a position in VUG in Q3 2021 and has held it in 3 quarters since. The position peaked at $345K in Q3 2021. 2,042 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Advus Financial Partners held 2,500 shares of Vanguard Morningstar Growth ETF worth $225K as of Q3 2026.
  • Advus Financial Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.06% of Advus Financial Partners's portfolio in Q3 2026, its #138 holding.
  • Advus Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 3 quarters since.
  • Advus Financial Partners's Vanguard Morningstar Growth ETF position peaked at $345K in Q3 2021.
  • 2,042 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.