AWE
VUG icon

Avidian Wealth Enterprises’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Avidian Wealth Enterprises’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 		$10.9M Buy
120,600
+7,107
+6% +$622K 0.3% 57
2026
Q2 		$9.78M Buy
113,493
+10,161
+10% +$855K 0.27% 65
2026
Q1 		$7.52M Buy
103,332
+16,692
+19% +$1.3M 0.24% 68
2025
Q4 		$7.04M Buy
86,640
+624
+0.7% +$50.6K 0.26% 61
2025
Q3 		$6.88M Sell
86,016
-1,692
-2% -$129K 0.26% 62
2025
Q2 		$6.41M Buy
87,708
+21,924
+33% +$1.44M 0.26% 64
2025
Q1 		$4.07M Buy
65,784
+984
+2% +$66.3K 0.18% 81
2024
Q4 		$4.43M Sell
64,800
-834
-1% -$56K 0.2% 74
2024
Q3 		$4.2M Sell
65,634
-30
-0% -$1.86K 0.19% 77
2024
Q2 		$4.09M Buy
65,664
+2,550
+4% +$149K 0.17% 77
2024
Q1 		$3.62M Buy
63,114
+4,344
+7% +$239K 0.18% 74
2023
Q4 		$3.05M Sell
58,770
-450
-0.8% -$21.7K 0.19% 84
2023
Q3 		$2.69M Buy
59,220
+9,522
+19% +$450K 0.19% 87
2023
Q2 		$2.34M Buy
49,698
+7,218
+17% +$313K 0.15% 103
2023
Q1 		$1.77M Buy
42,480
+13,968
+49% +$543K 0.1% 146
2022
Q4 		$1.01M Sell
28,512
-2,424
-8% -$89.2K 0.07% 176
2022
Q3 		$1.1M Buy
30,936
+3,618
+13% +$145K 0.08% 139
2022
Q2 		$1.01M Buy
27,318
+942
+4% +$38.7K 0.07% 167
2022
Q1 		$1.26M Sell
26,376
-720
-3% -$34.1K 0.08% 163
2021
Q4 		$1.45M Hold
27,096
– – 0.09% 143
2021
Q3 		$1.31M Sell
27,096
-4,098
-13% -$204K 0.1% 111
2021
Q2 		$1.49M Buy
31,194
+930
+3% +$42.2K 0.11% 104
2021
Q1 		$1.3M Hold
30,264
– – 0.11% 105
2020
Q4 		$1.28M Buy
30,264
+2,814
+10% +$112K 0.12% 100
2020
Q3 		$1.04M Buy
27,450
+8,322
+44% +$307K 0.12% 102
2020
Q2 		$644K Buy
19,128
+8,988
+89% +$276K 0.09% 117
2020
Q1 		$265K Sell
10,140
-972
-9% -$29.1K 0.04% 156
2019
Q4 		$337K Hold
11,112
– – 0.05% 164
2019
Q3 		$308K Buy
11,112
+2,172
+24% +$60.3K 0.05% 146
2019
Q2 		$243K Hold
8,940
– – 0.06% 133
2019
Q1 		$233K Hold
8,940
– – 0.05% 111
2018
Q4 		$200K Buy
+8,940
New +$217K 0.07% 88

Other funds holding VUG

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Avidian Wealth Enterprises's VUG Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.3% in Q3 2026, buying an estimated $622K and bringing the position to 120,600 shares worth $10.9M. The position accounts for 0.3% of the portfolio, ranked #57.

Avidian Wealth Enterprises first reported a position in VUG in Q4 2018 and has held it in 32 quarters since. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Avidian Wealth Enterprises held 120,600 shares of Vanguard Morningstar Growth ETF worth $10.9M as of Q3 2026.
  • Avidian Wealth Enterprises bought 7,107 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $622K.
  • Vanguard Morningstar Growth ETF made up 0.3% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #57 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 32 quarters since.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.