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Colton Groome Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Colton Groome Financial 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 		$729K Hold
8,088
– – 0.17% 73
2026
Q2 		$697K Hold
8,088
– – 0.17% 79
2026
Q1 		$589K Hold
8,088
– – 0.17% 78
2025
Q4 		$658K Buy
8,088
+72
+0.9% +$5.84K 0.19% 73
2025
Q3 		$641K Hold
8,016
– – 0.2% 70
2025
Q2 		$586K Sell
8,016
-18
-0.2% -$1.19K 0.2% 73
2025
Q1 		$507K Sell
8,034
-3,252
-29% -$219K 0.2% 68
2024
Q4 		$772K Buy
11,286
+1,062
+10% +$71.3K 0.3% 52
2024
Q3 		$654K Sell
10,224
-300
-3% -$18.6K 0.24% 61
2024
Q2 		$656K Buy
10,524
+4,194
+66% +$245K 0.26% 58
2024
Q1 		$363K Sell
6,330
-1,584
-20% -$87.1K 0.15% 81
2023
Q4 		$410K Buy
+7,914
New +$382K 0.18% 78

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

Colton Groome Financial Advisors's VUG Position: Q3 2026 in Review

Colton Groome Financial Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 8,088 shares worth $729K. The position accounts for 0.17% of the portfolio, ranked #73.

Colton Groome Financial Advisors first reported a position in VUG in Q4 2023 and has held it in 12 quarters since. The position peaked at $772K in Q4 2024. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Colton Groome Financial Advisors held 8,088 shares of Vanguard Morningstar Growth ETF worth $729K as of Q3 2026.
  • Colton Groome Financial Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.17% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #73 holding.
  • Colton Groome Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Colton Groome Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $772K in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.