ARQ Wealth Advisors
VUG icon

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

ARQ 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 		$754K Buy
8,370
+600
+8% +$52.5K 0.09% 128
2026
Q2 		$666K Sell
7,770
-11,340
-59% -$954K 0.08% 135
2026
Q1 		$1.39M Sell
19,110
-258
-1% -$20.1K 0.25% 86
2025
Q4 		$1.57M Hold
19,368
– – 0.43% 52
2025
Q3 		$1.55M Sell
19,368
-252
-1% -$19.3K 0.46% 51
2025
Q2 		$1.21M Hold
19,620
– – 0.42% 54
2025
Q1 		$1.21M Sell
19,620
-2,874
-13% -$194K 0.45% 49
2024
Q4 		$1.54M Sell
22,494
-174
-0.8% -$11.7K 0.59% 45
2024
Q3 		$1.42M Sell
22,668
-132
-0.6% -$8.18K 0.54% 42
2024
Q2 		$1.42M Sell
22,800
-72
-0.3% -$4.2K 0.61% 39
2024
Q1 		$1.31M Hold
22,872
– – 0.57% 37
2023
Q4 		$1.19M Hold
22,872
– – 0.71% 30
2023
Q3 		$1.04M Sell
22,872
-2,400
-9% -$113K 0.78% 28
2023
Q2 		$1.19M Hold
25,272
– – 0.77% 30
2023
Q1 		$1.05M Sell
25,272
-1,086
-4% -$42.2K 0.77% 29
2022
Q4 		$936K Sell
26,358
-738
-3% -$27.1K 0.61% 31
2022
Q3 		$966K Buy
27,096
+12
+0% +$482 0.75% 30
2022
Q2 		$1.01M Buy
27,084
+11,928
+79% +$490K 0.72% 30
2022
Q1 		$726K Sell
15,156
-48
-0.3% -$2.27K 0.49% 33
2021
Q4 		$813K Hold
15,204
– – 0.58% 29
2021
Q3 		$735K Hold
15,204
– – 0.47% 32
2021
Q2 		$727K Hold
15,204
– – 0.47% 31
2021
Q1 		$651K Sell
15,204
-474
-3% -$20.3K 0.42% 28
2020
Q4 		$662K Hold
15,678
– – 0.42% 30
2020
Q3 		$595K Sell
15,678
-546
-3% -$20.2K 0.57% 27
2020
Q2 		$546K Sell
16,224
-174
-1% -$5.35K 0.53% 29
2020
Q1 		$428K Buy
+16,398
New +$491K 0.49% 28

Other funds holding VUG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

ARQ Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.7% in Q3 2026, buying an estimated $52.5K and bringing the position to 8,370 shares worth $754K. The position accounts for 0.09% of the portfolio, ranked #128.

ARQ Wealth Advisors first reported a position in VUG in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.57M in Q4 2025. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • ARQ Wealth Advisors held 8,370 shares of Vanguard Morningstar Growth ETF worth $754K as of Q3 2026.
  • ARQ Wealth Advisors bought 600 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $52.5K.
  • Vanguard Morningstar Growth ETF made up 0.09% of ARQ Wealth Advisors's portfolio in Q3 2026, its #128 holding.
  • ARQ Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 27 quarters since.
  • ARQ Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $1.57M in Q4 2025.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.