Armstrong Advisory Group
VUG icon

Armstrong Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Armstrong Advisory 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 		$1.13M Sell
12,535
-28
-0.2% -$2.45K 0.07% 84
2026
Q2 		$1.08M Sell
12,563
-289
-2% -$24.3K 0.07% 89
2026
Q1 		$936K Buy
12,852
+516
+4% +$40.1K 0.06% 97
2025
Q4 		$1M Hold
12,336
– – 0.07% 83
2025
Q3 		$986K Buy
12,336
+1,770
+17% +$135K 0.07% 81
2025
Q2 		$772K Buy
10,566
+60
+0.6% +$3.95K 0.06% 94
2025
Q1 		$719K Hold
10,506
– – 0.06% 89
2024
Q4 		$719K Buy
10,506
+2,850
+37% +$191K 0.06% 89
2024
Q3 		$490K Buy
7,656
+480
+7% +$29.8K 0.04% 108
2024
Q2 		$447K Sell
7,176
-1,410
-16% -$82.2K 0.04% 105
2024
Q1 		$445K Hold
8,586
– – 0.04% 108
2023
Q4 		$445K Buy
8,586
+3,888
+83% +$188K 0.04% 108
2023
Q3 		$213K Sell
4,698
-102
-2% -$4.82K 0.02% 156
2023
Q2 		$226K Sell
4,800
-12
-0.2% -$520 0.02% 156
2023
Q1 		$200K Sell
4,812
-384
-7% -$14.9K 0.02% 160
2022
Q4 		$185K Buy
+5,196
New +$191K 0.02% 172

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Armstrong Advisory Group's VUG Position: Q3 2026 in Review

Armstrong Advisory Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.22% in Q3 2026, selling an estimated $2.45K and leaving 12,535 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #84.

Armstrong Advisory Group first reported a position in VUG in Q4 2022 and has held it in 16 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Armstrong Advisory Group held 12,535 shares of Vanguard Morningstar Growth ETF worth $1.13M as of Q3 2026.
  • Armstrong Advisory Group sold 28 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $2.45K.
  • Vanguard Morningstar Growth ETF made up 0.07% of Armstrong Advisory Group's portfolio in Q3 2026, its #84 holding.
  • Armstrong Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.