Astra Wealth Partners
VUG icon

Astra Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Astra Wealth Partners’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 		$260K Hold
2,886
– – 0.15% 81
2026
Q2 		$249K Hold
2,886
– – 0.13% 91
2026
Q1 		$210K Hold
2,886
– – 0.13% 90
2025
Q4 		$235K Hold
2,886
– – 0.14% 87
2025
Q3 		$231K Hold
2,886
– – 0.15% 83
2025
Q2 		$211K Buy
+2,886
New +$190K 0.16% 82

Other funds holding VUG

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Astra Wealth Partners's VUG Position: Q3 2026 in Review

Astra Wealth Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 2,886 shares worth $260K. The position accounts for 0.15% of the portfolio, ranked #81.

Astra Wealth Partners first reported a position in VUG in Q2 2025 and has held it in 6 quarters since. 2,444 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Astra Wealth Partners held 2,886 shares of Vanguard Morningstar Growth ETF worth $260K as of Q3 2026.
  • Astra Wealth Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.15% of Astra Wealth Partners's portfolio in Q3 2026, its #81 holding.
  • Astra Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 2,444 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Astra Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.