Bernardo Wealth Planning
VUG icon

Bernardo Wealth Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bernardo Wealth Planning’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 		$1.62M Buy
17,938
+8,970
+100% +$785K 0.14% 68
2026
Q2 		$772K Sell
8,968
-2
-0% -$168 0.13% 70
2026
Q1 		$653K Sell
8,970
-72
-0.8% -$5.6K 0.13% 68
2025
Q4 		$735K Sell
9,042
-66
-0.7% -$5.36K 0.14% 65
2025
Q3 		$728K Buy
9,108
+120
+1% +$9.17K 0.14% 58
2025
Q2 		$657K Buy
8,988
+2,736
+44% +$180K 0.14% 60
2025
Q1 		$386K Buy
6,252
+6
+0.1% +$405 0.09% 77
2024
Q4 		$424K Sell
6,246
-72
-1% -$4.84K 0.1% 72
2024
Q3 		$410K Sell
6,318
-6
-0.1% -$372 0.1% 72
2024
Q2 		$394K Buy
6,324
+30
+0.5% +$1.75K 0.11% 67
2024
Q1 		$361K Buy
6,294
+6
+0.1% +$330 0.1% 71
2023
Q4 		$326K Buy
6,288
+294
+5% +$14.2K 0.1% 69
2023
Q3 		$272K Buy
5,994
+1,212
+25% +$57.2K 0.11% 68
2023
Q2 		$226K Buy
+4,782
New +$207K 0.09% 77
2021
Q1 		– Sell
-9,690
Closed -$409K – 156
2020
Q4 		$409K Buy
9,690
+600
+7% +$23.9K 0.16% 112
2020
Q3 		$344K Buy
+9,090
New +$336K 0.15% 110

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Bernardo Wealth Planning's VUG Position: Q3 2026 in Review

Bernardo Wealth Planning increased its Vanguard Morningstar Growth ETF (VUG) stake by 100% in Q3 2026, buying an estimated $785K and bringing the position to 17,938 shares worth $1.62M. The position accounts for 0.14% of the portfolio, ranked #68.

Bernardo Wealth Planning first reported a position in VUG in Q3 2020 and has held it in 16 quarters since. 1,099 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Bernardo Wealth Planning held 17,938 shares of Vanguard Morningstar Growth ETF worth $1.62M as of Q3 2026.
  • Bernardo Wealth Planning bought 8,970 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $785K.
  • Vanguard Morningstar Growth ETF made up 0.14% of Bernardo Wealth Planning's portfolio in Q3 2026, its #68 holding.
  • Bernardo Wealth Planning first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 16 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.