Atticus Wealth Management
VUG icon

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

Atticus 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 		$387K Hold
4,298
– – 0.09% 132
2026
Q2 		$370K Buy
4,298
+2
+0% +$168 0.09% 143
2026
Q1 		$313K Hold
4,296
– – 0.08% 140
2025
Q4 		$349K Hold
4,296
– – 0.09% 143
2025
Q3 		$343K Sell
4,296
-270
-6% -$20.6K 0.09% 148
2025
Q2 		$334K Buy
4,566
+354
+8% +$23.3K 0.09% 120
2025
Q1 		$260K Hold
4,212
– – 0.09% 106
2024
Q4 		$288K Hold
4,212
– – 0.09% 96
2024
Q3 		$270K Hold
4,212
– – 0.09% 107
2024
Q2 		$263K Sell
4,212
-138
-3% -$8.05K 0.09% 102
2024
Q1 		$250K Sell
4,350
-60
-1% -$3.3K 0.08% 109
2023
Q4 		$228K Buy
4,410
+30
+0.7% +$1.45K 0.08% 116
2023
Q3 		$199K Hold
4,380
– – 0.08% 126
2023
Q2 		$207K Buy
4,380
+108
+3% +$4.68K 0.08% 131
2023
Q1 		$178K Sell
4,272
-174
-4% -$6.77K 0.07% 138
2022
Q4 		$158K Sell
4,446
-3,762
-46% -$138K 0.06% 138
2022
Q3 		$305K Hold
8,208
– – 0.15% 93
2022
Q2 		$305K Buy
8,208
+1,212
+17% +$49.8K 0.13% 108
2022
Q1 		$335K Buy
6,996
+6,354
+990% +$301K 0.12% 107
2021
Q4 		$34K Hold
642
– – 0.01% 269
2021
Q3 		$31K Hold
642
– – 0.01% 282
2021
Q2 		$31K Hold
642
– – 0.01% 265
2021
Q1 		$28K Hold
642
– – 0.01% 255
2020
Q4 		$27K Buy
+642
New +$25.6K 0.01% 248

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

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

Atticus Wealth Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 4,298 shares worth $387K. The position accounts for 0.09% of the portfolio, ranked #132.

Atticus Wealth Management first reported a position in VUG in Q4 2020 and has held it in 24 quarters since. 1,148 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Atticus Wealth Management held 4,298 shares of Vanguard Morningstar Growth ETF worth $387K as of Q3 2026.
  • Atticus Wealth Management left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.09% of Atticus Wealth Management's portfolio in Q3 2026, its #132 holding.
  • Atticus Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,148 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.