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

CogentBlue 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 		$487K Sell
5,402
-1,056
-16% -$92.4K 0.45% 39
2026
Q2 		$556K Buy
+6,458
New +$543K 0.32% 50

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

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

CogentBlue Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 16% in Q3 2026, selling an estimated $92.4K and leaving 5,402 shares worth $487K. The position accounts for 0.45% of the portfolio, ranked #39.

CogentBlue Wealth Advisors first reported a position in VUG in Q2 2026 and has held it in 2 quarters since. The position peaked at $556K in Q2 2026. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • CogentBlue Wealth Advisors held 5,402 shares of Vanguard Morningstar Growth ETF worth $487K as of Q3 2026.
  • CogentBlue Wealth Advisors sold 1,056 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $92.4K.
  • Vanguard Morningstar Growth ETF made up 0.45% of CogentBlue Wealth Advisors's portfolio in Q3 2026, its #39 holding.
  • CogentBlue Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • CogentBlue Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $556K in Q2 2026.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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