DiNuzzo Private Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

DiNuzzo Private Wealth’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	$1.14M	Hold	12,612	–	–	0.11%	36
2026 Q2	$1.09M	Hold	12,612	–	–	0.11%	37
2026 Q1	$918K	Hold	12,612	–	–	0.1%	39
2025 Q4	$1.03M	Hold	12,612	–	–	0.11%	38
2025 Q3	$964K	Hold	12,612	–	–	0.11%	36
2025 Q2	$922K	Hold	12,612	–	–	0.11%	37
2025 Q1	$779K	Hold	12,612	–	–	0.1%	38
2024 Q4	$863K	Hold	12,612	–	–	0.11%	37
2024 Q3	$807K	Hold	12,612	–	–	0.1%	38
2024 Q2	$786K	Hold	12,612	–	–	0.11%	34
2024 Q1	$724K	Hold	12,612	–	–	0.1%	34
2023 Q4	$653K	Buy	+12,612	New	+$609K	0.09%	35

Other funds holding VUG

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

DiNuzzo Private Wealth's VUG Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 12,612 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #36.

DiNuzzo Private Wealth first reported a position in VUG in Q4 2023 and has held it in 12 quarters since. 1,216 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

DiNuzzo Private Wealth held 12,612 shares of Vanguard Morningstar Growth ETF worth $1.14M as of Q3 2026.
DiNuzzo Private Wealth left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.11% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #36 holding.
DiNuzzo Private Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
1,216 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.