Briaud Financial Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Briaud Financial 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	$450K	Sell	4,998 -1,326	-21%	-$116K	0.1%	25
2026 Q2	$545K	Hold	6,324	–	–	0.14%	20
2026 Q1	$460K	Hold	6,324	–	–	0.12%	23
2025 Q4	$514K	Buy	6,324 +1,452	+30%	+$118K	0.13%	20
2025 Q3	$389K	Hold	4,872	–	–	0.13%	23
2025 Q2	$355K	Hold	4,872	–	–	0.14%	22
2025 Q1	$301K	Buy	4,872 +3,972	+441%	+$268K	0.12%	22
2024 Q4	$61K	Hold	900	–	–	0.02%	74
2024 Q3	$57K	Hold	900	–	–	0.03%	57
2024 Q2	$56K	Buy	+900	New	+$52.5K	0.03%	53

Other funds holding VUG

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 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

Briaud Financial Planning's VUG Position: Q3 2026 in Review

Briaud Financial Planning reduced its Vanguard Morningstar Growth ETF (VUG) stake by 21% in Q3 2026, selling an estimated $116K and leaving 4,998 shares worth $450K. The position accounts for 0.1% of the portfolio, ranked #25.

Briaud Financial Planning first reported a position in VUG in Q2 2024 and has held it in 10 quarters since. The position peaked at $545K in Q2 2026. 1,378 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Briaud Financial Planning held 4,998 shares of Vanguard Morningstar Growth ETF worth $450K as of Q3 2026.
Briaud Financial Planning sold 1,326 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $116K.
Vanguard Morningstar Growth ETF made up 0.1% of Briaud Financial Planning's portfolio in Q3 2026, its #25 holding.
Briaud Financial Planning first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 10 quarters since.
Briaud Financial Planning's Vanguard Morningstar Growth ETF position peaked at $545K in Q2 2026.
1,378 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.