Brian Low Financial Group
VUG icon

Brian Low Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Brian Low Financial Group’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 		$1.05M Buy
11,687
+134
+1% +$11.7K 0.59% 55
2026
Q2 		$995K Sell
11,553
-207
-2% -$17.4K 0.58% 58
2026
Q1 		$856K Sell
11,760
-936
-7% -$72.8K 0.58% 59
2025
Q4 		$1.03M Sell
12,696
-1,212
-9% -$98.4K 0.73% 44
2025
Q3 		$1.11M Sell
13,908
-1,104
-7% -$84.4K 0.86% 34
2025
Q2 		$1.1M Buy
+15,012
New +$988K 1.03% 21

Other funds holding VUG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Brian Low Financial Group's VUG Position: Q3 2026 in Review

Brian Low Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.2% in Q3 2026, buying an estimated $11.7K and bringing the position to 11,687 shares worth $1.05M. The position accounts for 0.59% of the portfolio, ranked #55.

Brian Low Financial Group first reported a position in VUG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.11M in Q3 2025. 2,525 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Brian Low Financial Group held 11,687 shares of Vanguard Morningstar Growth ETF worth $1.05M as of Q3 2026.
  • Brian Low Financial Group bought 134 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $11.7K.
  • Vanguard Morningstar Growth ETF made up 0.59% of Brian Low Financial Group's portfolio in Q3 2026, its #55 holding.
  • Brian Low Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Brian Low Financial Group's Vanguard Morningstar Growth ETF position peaked at $1.11M in Q3 2025.
  • 2,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Brian Low Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.