Dynamic Wealth Strategies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Dynamic Wealth Strategies’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	$437K	Hold	4,848	–	–	0.23%	47
2026 Q2	$418K	Hold	4,848	–	–	0.22%	48
2026 Q1	$353K	Hold	4,848	–	–	0.2%	58
2025 Q4	$394K	Sell	4,848 -78	-2%	-$6.33K	0.23%	50
2025 Q3	$394K	Buy	4,926 +78	+2%	+$5.96K	0.26%	44
2025 Q2	$354K	Hold	4,848	–	–	0.26%	45
2025 Q1	$300K	Hold	4,848	–	–	0.25%	48
2024 Q4	$332K	Sell	4,848 -5,628	-54%	-$378K	0.3%	42
2024 Q3	$670K	Sell	10,476 -288	-3%	-$17.9K	0.55%	27
2024 Q2	$671K	Hold	10,764	–	–	0.58%	28
2024 Q1	$617K	Hold	10,764	–	–	0.53%	29
2023 Q4	$558K	Buy	+10,764	New	+$520K	0.51%	29

Other funds holding VUG

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

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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 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

Dynamic Wealth Strategies's VUG Position: Q3 2026 in Review

Dynamic Wealth Strategies held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 4,848 shares worth $437K. The position accounts for 0.23% of the portfolio, ranked #47.

Dynamic Wealth Strategies first reported a position in VUG in Q4 2023 and has held it in 12 quarters since. The position peaked at $671K in Q2 2024. 1,323 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Dynamic Wealth Strategies held 4,848 shares of Vanguard Morningstar Growth ETF worth $437K as of Q3 2026.
Dynamic Wealth Strategies left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.23% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #47 holding.
Dynamic Wealth Strategies first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
Dynamic Wealth Strategies's Vanguard Morningstar Growth ETF position peaked at $671K in Q2 2024.
1,323 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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