GER Loftin Wealth Advisors LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

GER Loftin Wealth Advisors LLC’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	$2.83M	Buy	+31,388	New	+$2.75M	0.9%	28

Other funds holding VUG

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's VUG Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 31,388 shares worth $2.83M. The stake represents 0.9% of the portfolio and ranks #28 among its holdings.

2,376 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

GER Loftin Wealth Advisors LLC held 31,388 shares of Vanguard Morningstar Growth ETF worth $2.83M as of Q3 2026.
Vanguard Morningstar Growth ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.9% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #28 holding.
2,376 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.