Canvas Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Canvas Wealth Advisors’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	$4.34M	Buy	49,546 +1,553	+3%	+$136K	0.57%	34
2026 Q2	$4.13M	Sell	47,993 -3,115	-6%	-$262K	0.58%	33
2026 Q1	$3.72M	Buy	51,108 +2,646	+5%	+$206K	0.63%	33
2025 Q4	$3.94M	Sell	48,462 -1,584	-3%	-$129K	0.67%	30
2025 Q3	$4.02M	Buy	50,046 +1,290	+3%	+$98.6K	0.73%	27
2025 Q2	$3.7M	Sell	48,756 -552	-1%	-$36.3K	0.73%	30
2025 Q1	$2.89M	Buy	49,308 +3,330	+7%	+$225K	0.74%	32
2024 Q4	$3.15M	Sell	45,978 -2,736	-6%	-$184K	0.79%	30
2024 Q3	$3.12M	Sell	48,714 -4,812	-9%	-$298K	0.86%	28
2024 Q2	$3.2M	Sell	53,526 -450	-0.8%	-$26.2K	0.99%	27
2024 Q1	$2.99M	Sell	53,976 -3,828	-7%	-$211K	1%	26
2023 Q4	$3.01M	Sell	57,804 -37,938	-40%	-$1.83M	1.1%	23
2023 Q3	$4.3M	Sell	95,742 -4,122	-4%	-$195K	1.77%	16
2023 Q2	$4.79M	Buy	99,864 +3,402	+4%	+$148K	1.78%	16
2023 Q1	$4.02M	Sell	96,462 -100,524	-51%	-$3.91M	1.69%	15
2022 Q4	$7.32M	Sell	196,986 -88,194	-31%	-$3.24M	3.06%	8
2022 Q3	$10.6M	Buy	285,180 +14,814	+5%	+$595K	4.5%	6
2022 Q2	$10M	Buy	270,366 +83,616	+45%	+$3.44M	4.04%	7
2022 Q1	$7.9M	Buy	186,750 +169,176	+963%	+$8M	2.88%	7
2021 Q4	$940K	Buy	+17,574	New	+$916K	0.34%	64

Other funds holding VUG

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Canvas Wealth Advisors's VUG Position: Q3 2026 in Review

Canvas Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.2% in Q3 2026, buying an estimated $136K and bringing the position to 49,546 shares worth $4.34M. The position accounts for 0.57% of the portfolio, ranked #34.

Canvas Wealth Advisors first reported a position in VUG in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.6M in Q3 2022. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Canvas Wealth Advisors held 49,546 shares of Vanguard Morningstar Growth ETF worth $4.34M as of Q3 2026.
Canvas Wealth Advisors bought 1,553 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $136K.
Vanguard Morningstar Growth ETF made up 0.57% of Canvas Wealth Advisors's portfolio in Q3 2026, its #34 holding.
Canvas Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 20 quarters since.
Canvas Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $10.6M in Q3 2022.
2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Canvas Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.