Amplius Wealth Advisors
VUG icon

Amplius Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Amplius Wealth Advisors’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 		$771K Buy
8,555
+2,775
+48% +$243K 0.05% 97
2026
Q2 		$498K Sell
5,780
-166
-3% -$14K 0.04% 128
2026
Q1 		$433K Buy
5,946
+6
+0.1% +$467 0.04% 116
2025
Q4 		$483K Sell
5,940
-300
-5% -$24.3K 0.04% 107
2025
Q3 		$499K Sell
6,240
-462
-7% -$35.3K 0.04% 103
2025
Q2 		$490K Buy
6,702
+228
+4% +$15K 0.05% 120
2025
Q1 		$400K Buy
6,474
+624
+11% +$42.1K 0.04% 124
2024
Q4 		$400K Buy
5,850
+852
+17% +$57.2K 0.04% 120
2024
Q3 		$320K Buy
4,998
+54
+1% +$3.35K 0.03% 124
2024
Q2 		$308K Sell
4,944
-438
-8% -$25.5K 0.03% 126
2024
Q1 		$309K Buy
5,382
+936
+21% +$51.5K 0.03% 127
2023
Q4 		$230K Sell
4,446
-228
-5% -$11K 0.03% 153
2023
Q3 		$212K Sell
4,674
-30
-0.6% -$1.42K 0.03% 147
2023
Q2 		$222K Buy
+4,704
New +$204K 0.03% 152
2022
Q4 		– Sell
-6,060
Closed -$216K – 196
2022
Q3 		$216K Buy
+6,060
New +$244K 0.04% 142
2022
Q2 		– Sell
-8,430
Closed -$404K – 198
2022
Q1 		$404K Sell
8,430
-1,224
-13% -$57.9K 0.06% 113
2021
Q4 		$516K Buy
+9,654
New +$503K 0.07% 102

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Amplius Wealth Advisors's VUG Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 48% in Q3 2026, buying an estimated $243K and bringing the position to 8,555 shares worth $771K. The position accounts for 0.05% of the portfolio, ranked #97.

Amplius Wealth Advisors first reported a position in VUG in Q4 2021 and has held it in 17 quarters since. 1,209 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Amplius Wealth Advisors held 8,555 shares of Vanguard Morningstar Growth ETF worth $771K as of Q3 2026.
  • Amplius Wealth Advisors bought 2,775 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $243K.
  • Vanguard Morningstar Growth ETF made up 0.05% of Amplius Wealth Advisors's portfolio in Q3 2026, its #97 holding.
  • Amplius Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,209 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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