Aprio Wealth Management
VUG icon

Aprio Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Aprio Wealth Management’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 		$2.28M Buy
25,314
+2,900
+13% +$254K 0.1% 135
2026
Q2 		$1.93M Sell
22,414
-3,662
-14% -$308K 0.1% 151
2026
Q1 		$1.9M Buy
26,076
+6,738
+35% +$524K 0.1% 133
2025
Q4 		$1.59M Buy
19,338
+2,430
+14% +$197K 0.09% 143
2025
Q3 		$1.35M Buy
16,908
+12
+0.1% +$917 0.13% 103
2025
Q2 		$1.23M Hold
16,896
– – 0.14% 97
2025
Q1 		$1.04M Sell
16,896
-1,074
-6% -$72.4K 0.13% 104
2024
Q4 		$1.23M Buy
17,970
+300
+2% +$20.2K 0.18% 75
2024
Q3 		$1.13M Buy
17,670
+618
+4% +$38.3K 0.18% 73
2024
Q2 		$1.06M Sell
17,052
-228
-1% -$13.3K 0.19% 67
2024
Q1 		$991K Buy
17,280
+300
+2% +$16.5K 0.19% 64
2023
Q4 		$880K Sell
16,980
-210
-1% -$10.1K 0.2% 59
2023
Q3 		$780K Sell
17,190
-5,490
-24% -$259K 0.21% 58
2023
Q2 		$1.07M Buy
22,680
+84
+0.4% +$3.64K 0.29% 42
2023
Q1 		$939K Sell
22,596
-1,260
-5% -$49K 0.29% 38
2022
Q4 		$847K Sell
23,856
-1,824
-7% -$67.1K 0.3% 45
2022
Q3 		$916K Buy
25,680
+2,790
+12% +$112K 0.37% 37
2022
Q2 		$850K Sell
22,890
-126
-0.5% -$5.18K 0.34% 38
2022
Q1 		$1.1M Sell
23,016
-30
-0.1% -$1.42K 0.42% 37
2021
Q4 		$1.23M Sell
23,046
-1,098
-5% -$57.2K 0.52% 33
2021
Q3 		$1.17M Sell
24,144
-300
-1% -$14.9K 0.53% 32
2021
Q2 		$1.17M Buy
+24,444
New +$1.11M 0.55% 31
2020
Q4 		– Sell
-21,492
Closed -$815K – 69
2020
Q3 		$815K Sell
21,492
-696
-3% -$25.7K 0.58% 30
2020
Q2 		$747K Sell
22,188
-3,030
-12% -$93.2K 0.72% 29
2020
Q1 		$659K Sell
25,218
-1,680
-6% -$50.3K 0.84% 26
2019
Q4 		$817K Buy
+26,898
New +$777K 0.6% 27

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Aprio Wealth Management's VUG Position: Q3 2026 in Review

Aprio Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 13% in Q3 2026, buying an estimated $254K and bringing the position to 25,314 shares worth $2.28M. The position accounts for 0.1% of the portfolio, ranked #135.

Aprio Wealth Management first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. 2,060 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Aprio Wealth Management held 25,314 shares of Vanguard Morningstar Growth ETF worth $2.28M as of Q3 2026.
  • Aprio Wealth Management bought 2,900 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $254K.
  • Vanguard Morningstar Growth ETF made up 0.1% of Aprio Wealth Management's portfolio in Q3 2026, its #135 holding.
  • Aprio Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,060 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.