Altus Wealth Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Altus Wealth 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	$251K	Buy	+2,784	New	+$244K	0.09%	117
2024 Q4	–	Sell	-4,356	Closed	-$279K	–	153
2024 Q3	$279K	Buy	+4,356	New	+$270K	0.12%	116
2021 Q3	–	Sell	-2,652	Closed	-$127K	–	121
2021 Q2	$127K	Hold	2,652	–	–	0.12%	111
2021 Q1	$119K	Hold	2,652	–	–	0.12%	110
2020 Q4	$112K	Buy	+2,652	New	+$106K	0.11%	127

Other funds holding VUG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

Altus Wealth Group's VUG Position: Q3 2026 in Review

Altus Wealth Group opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 2,784 shares worth $251K. The stake represents 0.09% of the portfolio and ranks #117 among its holdings. This is a return to the name: Altus Wealth Group previously reported a position in VUG as recently as Q3 2024.

Altus Wealth Group first reported a position in VUG in Q4 2020 and has held it in 5 quarters since. The position peaked at $279K in Q3 2024. 2,033 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Altus Wealth Group held 2,784 shares of Vanguard Morningstar Growth ETF worth $251K as of Q3 2026.
Vanguard Morningstar Growth ETF was a new Altus Wealth Group position in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.09% of Altus Wealth Group's portfolio in Q3 2026, its #117 holding.
Altus Wealth Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 5 quarters since.
Altus Wealth Group's Vanguard Morningstar Growth ETF position peaked at $279K in Q3 2024.
2,033 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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