Corepath Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Corepath Wealth Partners’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	$423K	Sell	4,578 -534	-10%	-$46.7K	0.29%	24
2026 Q2	$440K	Buy	5,112 +96	+2%	+$8.08K	0.27%	28
2026 Q1	$382K	Hold	5,016	–	–	0.26%	27
2025 Q4	$412K	Sell	5,016 -552	-10%	-$44.8K	0.28%	25
2025 Q3	$450K	Hold	5,568	–	–	0.33%	24
2025 Q2	$410K	Hold	5,568	–	–	0.35%	23
2025 Q1	$326K	Sell	5,568 -12	-0.2%	-$809	0.31%	22
2024 Q4	$376K	Buy	5,580 +12	+0.2%	+$806	0.37%	20
2024 Q3	$364K	Buy	5,568 +192	+4%	+$11.9K	0.35%	21
2024 Q2	$347K	Buy	5,376 +750	+16%	+$43.7K	0.37%	20
2024 Q1	$255K	Sell	4,626 -9,246	-67%	-$508K	0.28%	20
2023 Q4	$697K	Sell	13,872 -102	-0.7%	-$4.92K	0.39%	21
2023 Q3	$648K	Hold	13,974	–	–	0.39%	21
2023 Q2	$678K	Buy	13,974 +1,200	+9%	+$52K	0.4%	19
2023 Q1	$528K	Hold	12,774	–	–	0.33%	22
2022 Q4	$460K	Hold	12,774	–	–	0.31%	23
2022 Q3	$460K	Hold	12,774	–	–	0.34%	22
2022 Q2	$483K	Hold	12,774	–	–	0.36%	22
2022 Q1	$560K	Hold	12,774	–	–	0.39%	21
2021 Q4	$646K	Buy	12,774 +600	+5%	+$31.3K	0.46%	19
2021 Q3	$590K	Hold	12,174	–	–	0.45%	19
2021 Q2	$606K	Hold	12,174	–	–	0.47%	19
2021 Q1	$552K	Sell	12,174 -2,208	-15%	-$94.5K	0.49%	19
2020 Q4	$607K	Buy	+14,382	New	+$574K	0.63%	18

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 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

Corepath Wealth Partners's VUG Position: Q3 2026 in Review

Corepath Wealth Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 10% in Q3 2026, selling an estimated $46.7K and leaving 4,578 shares worth $423K. The position accounts for 0.29% of the portfolio, ranked #24.

Corepath Wealth Partners first reported a position in VUG in Q4 2020 and has held it in 24 quarters since. The position peaked at $697K in Q4 2023. 870 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Corepath Wealth Partners held 4,578 shares of Vanguard Morningstar Growth ETF worth $423K as of Q3 2026.
Corepath Wealth Partners sold 534 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $46.7K.
Vanguard Morningstar Growth ETF made up 0.29% of Corepath Wealth Partners's portfolio in Q3 2026, its #24 holding.
Corepath Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 24 quarters since.
Corepath Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $697K in Q4 2023.
870 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.