Catalyst Private Wealth
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Catalyst Private Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Catalyst Private Wealth’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 		$5.73M Buy
63,639
+2,270
+4% +$199K 2.39% 10
2026
Q2 		$5.29M Sell
61,369
-1,325
-2% -$111K 2.55% 11
2026
Q1 		$4.56M Sell
62,694
-2,430
-4% -$189K 2.47% 11
2025
Q4 		$5.3M Sell
65,124
-1,398
-2% -$113K 2.31% 10
2025
Q3 		$5.32M Sell
66,522
-4,464
-6% -$341K 2.33% 10
2025
Q2 		$5.19M Sell
70,986
-6,324
-8% -$416K 2.31% 9
2025
Q1 		$4.78M Sell
77,310
-10,788
-12% -$727K 2.33% 10
2024
Q4 		$6.03M Sell
88,098
-918
-1% -$61.7K 2.68% 7
2024
Q3 		$5.7M Buy
89,016
+6,456
+8% +$400K 2.79% 7
2024
Q2 		$5.15M Buy
82,560
+2,568
+3% +$150K 2.72% 6
2024
Q1 		$4.59M Sell
79,992
-1,584
-2% -$87.1K 2.4% 7
2023
Q4 		$4.23M Buy
81,576
+1,986
+2% +$95.9K 1.99% 8
2023
Q3 		$3.61M Buy
79,590
+4,098
+5% +$194K 2.14% 11
2023
Q2 		$3.56M Sell
75,492
-28,338
-27% -$1.23M 2.23% 9
2023
Q1 		$4.32M Buy
103,830
+366
+0.4% +$14.2K 2.98% 6
2022
Q4 		$3.67M Buy
103,464
+60,642
+142% +$2.23M 2.99% 7
2022
Q3 		$1.53M Sell
42,822
-14,472
-25% -$582K 1.15% 17
2022
Q2 		$2.13M Sell
57,294
-4,212
-7% -$173K 1.51% 12
2022
Q1 		$2.95M Sell
61,506
-2,736
-4% -$129K 1.47% 14
2021
Q4 		$3.44M Buy
64,242
+3,828
+6% +$199K 1.48% 9
2021
Q3 		$2.92M Buy
60,414
+3,816
+7% +$190K 1.25% 9
2021
Q2 		$2.7M Buy
56,598
+5,316
+10% +$241K 1.5% 8
2021
Q1 		$2.2M Buy
51,282
+966
+2% +$41.3K 1.54% 7
2020
Q4 		$2.12M Sell
50,316
-660
-1% -$26.3K 1.86% 6
2020
Q3 		$1.93M Buy
+50,976
New +$1.88M 1.88% 5

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Catalyst Private Wealth's VUG Position: Q3 2026 in Review

Catalyst Private Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.7% in Q3 2026, buying an estimated $199K and bringing the position to 63,639 shares worth $5.73M. The position accounts for 2.39% of the portfolio, ranked #10.

Catalyst Private Wealth first reported a position in VUG in Q3 2020 and has held it in 25 quarters since. The position peaked at $6.03M in Q4 2024. 1,438 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Catalyst Private Wealth held 63,639 shares of Vanguard Morningstar Growth ETF worth $5.73M as of Q3 2026.
  • Catalyst Private Wealth bought 2,270 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $199K.
  • Vanguard Morningstar Growth ETF made up 2.39% of Catalyst Private Wealth's portfolio in Q3 2026, its #10 holding.
  • Catalyst Private Wealth first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 25 quarters since.
  • Catalyst Private Wealth's Vanguard Morningstar Growth ETF position peaked at $6.03M in Q4 2024.
  • 1,438 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.