Anson Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Anson Capital’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	$417K	Sell	4,625 -50	-1%	-$4.38K	0.27%	64
2026 Q2	$403K	Buy	4,675 +61	+1%	+$5.13K	0.26%	67
2026 Q1	$336K	Buy	4,614 +12	+0.3%	+$934	0.23%	69
2025 Q4	$374K	Sell	4,602 -132	-3%	-$10.7K	0.27%	63
2025 Q3	$378K	Hold	4,734	–	–	0.28%	58
2025 Q2	$346K	Hold	4,734	–	–	0.28%	58
2025 Q1	$293K	Hold	4,734	–	–	0.25%	59
2024 Q4	$324K	Hold	4,734	–	–	0.28%	55
2024 Q3	$303K	Buy	4,734 +888	+23%	+$55K	0.27%	53
2024 Q2	$240K	Hold	3,846	–	–	0.24%	60
2024 Q1	$221K	Buy	+3,846	New	+$211K	0.32%	57

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

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

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Anson Capital's VUG Position: Q3 2026 in Review

Anson Capital reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.1% in Q3 2026, selling an estimated $4.38K and leaving 4,625 shares worth $417K. The position accounts for 0.27% of the portfolio, ranked #64.

Anson Capital first reported a position in VUG in Q1 2024 and has held it in 11 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Anson Capital held 4,625 shares of Vanguard Morningstar Growth ETF worth $417K as of Q3 2026.
Anson Capital sold 50 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $4.38K.
Vanguard Morningstar Growth ETF made up 0.27% of Anson Capital's portfolio in Q3 2026, its #64 holding.
Anson Capital first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 11 quarters since.
1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Anson Capital's 13F filing for Q3 2026, filed 23 Oct 2026.