Consolidated Planning Corp
VUG icon

Consolidated Planning Corp’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Consolidated Planning Corp’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 		$887K Buy
9,848
+5,002
+103% +$438K 0.12% 86
2026
Q2 		$417K Sell
4,846
-2
-0% -$168 0.06% 111
2026
Q1 		$353K Hold
4,848
– – 0.06% 111
2025
Q4 		$394K Sell
4,848
-24
-0.5% -$1.95K 0.04% 159
2025
Q3 		$389K Buy
4,872
+228
+5% +$17.4K 0.04% 152
2025
Q2 		$339K Hold
4,644
– – 0.04% 151
2025
Q1 		$287K Hold
4,644
– – 0.04% 159
2024
Q4 		$318K Sell
4,644
-234
-5% -$15.7K 0.04% 160
2024
Q3 		$312K Buy
4,878
+186
+4% +$11.5K 0.05% 159
2024
Q2 		$293K Sell
4,692
-252
-5% -$14.7K 0.05% 144
2024
Q1 		$284K Hold
4,944
– – 0.05% 144
2023
Q4 		$256K Sell
4,944
-276
-5% -$13.3K 0.05% 140
2023
Q3 		$237K Sell
5,220
-2,946
-36% -$139K 0.05% 138
2023
Q2 		$385K Buy
+8,166
New +$354K 0.08% 123
2023
Q1 		– Sell
-8,412
Closed -$299K – 130
2022
Q4 		$299K Sell
8,412
-168
-2% -$6.18K 0.08% 100
2022
Q3 		$306K Sell
8,580
-2,244
-21% -$90.2K 0.1% 91
2022
Q2 		$402K Buy
+10,824
New +$445K 0.13% 85
2021
Q4 		– Sell
-2,172
Closed -$105K – 446
2021
Q3 		$105K Buy
+2,172
New +$108K 0.07% 97

Other funds holding VUG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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

Consolidated Planning Corp's VUG Position: Q3 2026 in Review

Consolidated Planning Corp increased its Vanguard Morningstar Growth ETF (VUG) stake by 103% in Q3 2026, buying an estimated $438K and bringing the position to 9,848 shares worth $887K. The position accounts for 0.12% of the portfolio, ranked #86.

Consolidated Planning Corp first reported a position in VUG in Q3 2021 and has held it in 18 quarters since. 2,033 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Consolidated Planning Corp held 9,848 shares of Vanguard Morningstar Growth ETF worth $887K as of Q3 2026.
  • Consolidated Planning Corp bought 5,002 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $438K.
  • Vanguard Morningstar Growth ETF made up 0.12% of Consolidated Planning Corp's portfolio in Q3 2026, its #86 holding.
  • Consolidated Planning Corp first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 18 quarters since.
  • 2,033 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.