CV Advisors
VUG icon

CV Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

CV 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 		$267K Hold
2,964
– – 0.05% 103
2026
Q2 		$255K Hold
2,964
– – 0.05% 116
2026
Q1 		$216K Buy
+2,964
New +$231K 0.06% 43
2025
Q4 		– Sell
-2,964
Closed -$237K – 53
2025
Q3 		$237K Hold
2,964
– – 0.07% 44
2025
Q2 		$217K Buy
+2,964
New +$195K 0.07% 36
2025
Q1 		– Sell
-2,964
Closed -$203K – 43
2024
Q4 		$203K Buy
+2,964
New +$199K 0.07% 31

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CV Advisors's VUG Position: Q3 2026 in Review

CV Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 2,964 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #103.

CV Advisors first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. 1,140 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • CV Advisors held 2,964 shares of Vanguard Morningstar Growth ETF worth $267K as of Q3 2026.
  • CV Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.05% of CV Advisors's portfolio in Q3 2026, its #103 holding.
  • CV Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,140 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.