Compton Wealth Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Compton Wealth Advisory 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	$6.76M	Sell	74,937 -3,199	-4%	-$280K	1.38%	21
2026 Q2	$6.73M	Sell	78,136 -1,526	-2%	-$128K	1.36%	22
2026 Q1	$5.86M	Sell	79,662 -528	-0.7%	-$41.1K	1.31%	23
2025 Q4	$6.52M	Sell	80,190 -7,116	-8%	-$577K	1.43%	21
2025 Q3	$6.98M	Buy	87,306 +14,424	+20%	+$1.1M	1.62%	19
2025 Q2	$5.33M	Buy	72,882 +6,036	+9%	+$397K	1.35%	21
2025 Q1	$4.13M	Buy	66,846 +14,568	+28%	+$982K	1.15%	23
2024 Q4	$3.58M	Sell	52,278 -558	-1%	-$37.5K	0.92%	23
2024 Q3	$3.38M	Buy	52,836 +420	+0.8%	+$26K	0.85%	27
2024 Q2	$3.27M	Buy	52,416 +4,332	+9%	+$253K	0.87%	24
2024 Q1	$2.76M	Buy	48,084 +822	+2%	+$45.2K	0.76%	27
2023 Q4	$2.45M	Sell	47,262 -29,010	-38%	-$1.4M	0.77%	26
2023 Q3	$3.46M	Buy	+76,272	New	+$3.6M	1.19%	19

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

RWM

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Compton Wealth Advisory Group's VUG Position: Q3 2026 in Review

Compton Wealth Advisory Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.1% in Q3 2026, selling an estimated $280K and leaving 74,937 shares worth $6.76M. The position accounts for 1.38% of the portfolio, ranked #21.

Compton Wealth Advisory Group first reported a position in VUG in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.98M in Q3 2025. 664 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Compton Wealth Advisory Group held 74,937 shares of Vanguard Morningstar Growth ETF worth $6.76M as of Q3 2026.
Compton Wealth Advisory Group sold 3,199 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $280K.
Vanguard Morningstar Growth ETF made up 1.38% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #21 holding.
Compton Wealth Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 13 quarters since.
Compton Wealth Advisory Group's Vanguard Morningstar Growth ETF position peaked at $6.98M in Q3 2025.
664 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.