BluePath Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

BluePath Capital 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	$670K	Buy	7,440 +3,224	+76%	+$282K	0.35%	85
2026 Q2	$363K	Buy	+4,216	New	+$355K	0.2%	106
2023 Q4	–	Sell	-816	Closed	-$37K	–	319
2023 Q3	$37K	Buy	+816	New	+$38.5K	0.03%	214

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

BluePath Capital Management's VUG Position: Q3 2026 in Review

BluePath Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 76% in Q3 2026, buying an estimated $282K and bringing the position to 7,440 shares worth $670K. The position accounts for 0.35% of the portfolio, ranked #85.

BluePath Capital Management first reported a position in VUG in Q3 2023 and has held it in 3 quarters since. 1,153 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

BluePath Capital Management held 7,440 shares of Vanguard Morningstar Growth ETF worth $670K as of Q3 2026.
BluePath Capital Management bought 3,224 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $282K.
Vanguard Morningstar Growth ETF made up 0.35% of BluePath Capital Management's portfolio in Q3 2026, its #85 holding.
BluePath Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 3 quarters since.
1,153 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.