Authentikos Wealth Advisory
VUG icon

Authentikos Wealth Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Authentikos Wealth Advisory’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 		$230K Buy
+2,553
New +$223K 0.14% 75
2024
Q3 		– Sell
-10,650
Closed -$888K – 157
2024
Q2 		$888K Buy
+10,650
New +$621K 0.86% 22
2023
Q4 		– Sell
-852
Closed -$38.7K – 592
2023
Q3 		$38.7K Buy
+852
New +$40.2K 0.04% 148

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

Authentikos Wealth Advisory's VUG Position: Q3 2026 in Review

Authentikos Wealth Advisory opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 2,553 shares worth $230K. The stake represents 0.14% of the portfolio and ranks #75 among its holdings. This is a return to the name: Authentikos Wealth Advisory previously reported a position in VUG as recently as Q2 2024.

Authentikos Wealth Advisory first reported a position in VUG in Q3 2023 and has held it in 3 quarters since. The position peaked at $888K in Q2 2024. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Authentikos Wealth Advisory held 2,553 shares of Vanguard Morningstar Growth ETF worth $230K as of Q3 2026.
  • Vanguard Morningstar Growth ETF was a new Authentikos Wealth Advisory position in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.14% of Authentikos Wealth Advisory's portfolio in Q3 2026, its #75 holding.
  • Authentikos Wealth Advisory first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 3 quarters since.
  • Authentikos Wealth Advisory's Vanguard Morningstar Growth ETF position peaked at $888K in Q2 2024.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Authentikos Wealth Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.