Dynamic Advisor Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Dynamic Advisor Solutions’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	$5.18M	Sell	57,500 -496	-0.9%	-$43.4K	0.15%	151
2026 Q2	$5M	Sell	57,996 -9,402	-14%	-$791K	0.14%	164
2026 Q1	$4.91M	Sell	67,398 -19,302	-22%	-$1.5M	0.15%	152
2025 Q4	$7.05M	Sell	86,700 -22,104	-20%	-$1.79M	0.23%	97
2025 Q3	$8.7M	Buy	108,804 +25,716	+31%	+$1.97M	0.25%	91
2025 Q2	$6.07M	Buy	83,088 +3,606	+5%	+$237K	0.19%	129
2025 Q1	$4.91M	Buy	+79,482	New	+$5.36M	0.16%	156
2024 Q4	–	Sell	-92,016	Closed	-$5.89M	–	910
2024 Q3	$5.89M	Sell	92,016 -2,244	-2%	-$139K	0.18%	143
2024 Q2	$5.88M	Sell	94,260 -1,170	-1%	-$68.2K	0.19%	136
2024 Q1	$5.47M	Sell	95,430 -5,352	-5%	-$294K	0.18%	146
2023 Q4	$5.06M	Buy	100,782 +4,554	+5%	+$220K	0.19%	159
2023 Q3	$4.37M	Buy	96,228 +27,480	+40%	+$1.3M	0.21%	139
2023 Q2	$3.24M	Buy	68,748 +4,728	+7%	+$205K	0.17%	161
2023 Q1	$2.66M	Buy	64,020 +4,644	+8%	+$181K	0.16%	169
2022 Q4	$2.11M	Sell	59,376 -4,452	-7%	-$164K	0.14%	169
2022 Q3	$2.28M	Sell	63,828 -10,638	-14%	-$428K	0.17%	138
2022 Q2	$2.77M	Buy	74,466 +3,372	+5%	+$139K	0.21%	109
2022 Q1	$3.41M	Sell	71,094 -6,144	-8%	-$291K	0.24%	105
2021 Q4	$4.13M	Sell	77,238 -2,412	-3%	-$126K	0.3%	79
2021 Q3	$3.85M	Sell	79,650 -4,188	-5%	-$208K	0.29%	79
2021 Q2	$4.01M	Buy	83,838 +6,066	+8%	+$275K	0.32%	74
2021 Q1	$3.33M	Buy	77,772 +5,862	+8%	+$251K	0.31%	80
2020 Q4	$3.04M	Buy	71,910 +23,586	+49%	+$941K	0.28%	96
2020 Q3	$1.83M	Buy	48,324 +26,022	+117%	+$961K	0.21%	129
2020 Q2	$751K	Buy	22,302 +13,812	+163%	+$425K	0.1%	221
2020 Q1	$222K	Sell	8,490 -2,508	-23%	-$75.1K	0.04%	387
2019 Q4	$334K	Buy	+10,998	New	+$318K	0.05%	388

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

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

RWM

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Dynamic Advisor Solutions's VUG Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.86% in Q3 2026, selling an estimated $43.4K and leaving 57,500 shares worth $5.18M. The position accounts for 0.15% of the portfolio, ranked #151.

Dynamic Advisor Solutions first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.7M in Q3 2025. 664 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Dynamic Advisor Solutions held 57,500 shares of Vanguard Morningstar Growth ETF worth $5.18M as of Q3 2026.
Dynamic Advisor Solutions sold 496 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $43.4K.
Vanguard Morningstar Growth ETF made up 0.15% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #151 holding.
Dynamic Advisor Solutions first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
Dynamic Advisor Solutions's Vanguard Morningstar Growth ETF position peaked at $8.7M in Q3 2025.
664 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.