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

Capital Advisors Wealth 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 		$836K Buy
9,275
+1,901
+26% +$166K 0.09% 113
2026
Q2 		$635K Sell
7,374
-930
-11% -$78.3K 0.07% 128
2026
Q1 		$605K Sell
8,304
-672
-7% -$52.3K 0.08% 120
2025
Q4 		$730K Sell
8,976
-564
-6% -$45.8K 0.1% 107
2025
Q3 		$763K Buy
9,540
+1,416
+17% +$108K 0.11% 97
2025
Q2 		$594K Sell
8,124
-36
-0.4% -$2.37K 0.09% 105
2025
Q1 		$505K Sell
8,160
-744
-8% -$50.2K 0.09% 103
2024
Q4 		$609K Sell
8,904
-12
-0.1% -$806 0.11% 87
2024
Q3 		$571K Buy
8,916
+1,014
+13% +$62.9K 0.11% 86
2024
Q2 		$493K Sell
7,902
-66
-0.8% -$3.85K 0.1% 86
2024
Q1 		$457K Sell
7,968
-12
-0.2% -$660 0.09% 90
2023
Q4 		$414K Buy
7,980
+282
+4% +$13.6K 0.09% 91
2023
Q3 		$349K Buy
7,698
+1,080
+16% +$51K 0.09% 93
2023
Q2 		$312K Buy
+6,618
New +$287K 0.08% 98

Other funds holding VUG

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Capital Advisors Wealth Management's VUG Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 26% in Q3 2026, buying an estimated $166K and bringing the position to 9,275 shares worth $836K. The position accounts for 0.09% of the portfolio, ranked #113.

Capital Advisors Wealth Management first reported a position in VUG in Q2 2023 and has held it in 14 quarters since. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Capital Advisors Wealth Management held 9,275 shares of Vanguard Morningstar Growth ETF worth $836K as of Q3 2026.
  • Capital Advisors Wealth Management bought 1,901 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $166K.
  • Vanguard Morningstar Growth ETF made up 0.09% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 14 quarters since.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.