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

ARS Wealth Advisors 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 		$401K Sell
4,446
-1,799
-29% -$157K 0.03% 162
2026
Q2 		$538K Buy
6,245
+1,799
+40% +$151K 0.04% 130
2026
Q1 		$323K Sell
4,446
-1,758
-28% -$137K 0.03% 154
2025
Q4 		$504K Buy
6,204
+6
+0.1% +$487 0.05% 113
2025
Q3 		$495K Buy
6,198
+1,758
+40% +$134K 0.05% 111
2025
Q2 		$324K Hold
4,440
– – 0.04% 126
2025
Q1 		$274K Buy
4,440
+606
+16% +$40.9K 0.04% 128
2024
Q4 		$262K Hold
3,834
– – 0.04% 135
2024
Q3 		$245K Sell
3,834
-564
-13% -$35K 0.03% 150
2024
Q2 		$274K Buy
4,398
+264
+6% +$15.4K 0.04% 135
2024
Q1 		$237K Sell
4,134
-240
-5% -$13.2K 0.03% 146
2023
Q4 		$227K Sell
4,374
-1,218
-22% -$58.8K 0.03% 140
2023
Q3 		$254K Buy
+5,592
New +$264K 0.04% 126

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

ARS Wealth Advisors Group's VUG Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 29% in Q3 2026, selling an estimated $157K and leaving 4,446 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #162.

ARS Wealth Advisors Group first reported a position in VUG in Q3 2023 and has held it in 13 quarters since. The position peaked at $538K in Q2 2026. 1,438 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • ARS Wealth Advisors Group held 4,446 shares of Vanguard Morningstar Growth ETF worth $401K as of Q3 2026.
  • ARS Wealth Advisors Group sold 1,799 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $157K.
  • Vanguard Morningstar Growth ETF made up 0.03% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #162 holding.
  • ARS Wealth Advisors Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 13 quarters since.
  • ARS Wealth Advisors Group's Vanguard Morningstar Growth ETF position peaked at $538K in Q2 2026.
  • 1,438 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.