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

Cassilly 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 		$13M Buy
144,016
+1,132
+0.8% +$99.1K 8.72% 2
2026
Q2 		$12.3M Sell
142,884
-1,164
-0.8% -$97.9K 8.93% 3
2026
Q1 		$10.5M Buy
144,048
+4,704
+3% +$366K 9.1% 3
2025
Q4 		$11.3M Buy
+139,344
New +$11.3M 10.02% 2

Other funds holding VUG

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
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 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
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cassilly Financial Group's VUG Position: Q3 2026 in Review

Cassilly Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.79% in Q3 2026, buying an estimated $99.1K and bringing the position to 144,016 shares worth $13M. The position accounts for 8.72% of the portfolio, ranked #2.

Cassilly Financial Group first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Cassilly Financial Group held 144,016 shares of Vanguard Morningstar Growth ETF worth $13M as of Q3 2026.
  • Cassilly Financial Group bought 1,132 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $99.1K.
  • Vanguard Morningstar Growth ETF made up 8.72% of Cassilly Financial Group's portfolio in Q3 2026, its #2 holding.
  • Cassilly Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.