Elevatus Welath Management
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Elevatus Welath Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Elevatus Welath Management’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 		$5.88M Buy
65,248
+13,993
+27% +$1.22M 1.42% 21
2026
Q2 		$4.42M Buy
51,255
+9,207
+22% +$775K 1.07% 26
2026
Q1 		$3.06M Sell
42,048
-9,894
-19% -$770K 1.6% 19
2025
Q4 		$4.22M Buy
51,942
+2,418
+5% +$196K 1.15% 26
2025
Q3 		$3.96M Buy
49,524
+5,718
+13% +$437K 1.14% 27
2025
Q2 		$3.2M Sell
43,806
-26,622
-38% -$1.75M 1.07% 29
2025
Q1 		$4.35M Sell
70,428
-116,052
-62% -$7.82M 2.47% 10
2024
Q4 		$12.8M Sell
186,480
-34,740
-16% -$2.33M 4.36% 8
2024
Q3 		$14.2M Buy
221,220
+170,712
+338% +$10.6M 4.63% 5
2024
Q2 		$3.15M Sell
50,508
-1,392
-3% -$81.2K 1.18% 32
2024
Q1 		$2.98M Buy
51,900
+2,994
+6% +$165K 1.17% 28
2023
Q4 		$2.53M Buy
48,906
+216
+0.4% +$10.4K 1.15% 32
2023
Q3 		$2.21M Buy
+48,690
New +$2.3M 2% 16

Other funds holding VUG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Elevatus Welath Management's VUG Position: Q3 2026 in Review

Elevatus Welath Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 27% in Q3 2026, buying an estimated $1.22M and bringing the position to 65,248 shares worth $5.88M. The position accounts for 1.42% of the portfolio, ranked #21.

Elevatus Welath Management first reported a position in VUG in Q3 2023 and has held it in 13 quarters since. The position peaked at $14.2M in Q3 2024. 2,448 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Elevatus Welath Management held 65,248 shares of Vanguard Morningstar Growth ETF worth $5.88M as of Q3 2026.
  • Elevatus Welath Management bought 13,993 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.22M.
  • Vanguard Morningstar Growth ETF made up 1.42% of Elevatus Welath Management's portfolio in Q3 2026, its #21 holding.
  • Elevatus Welath Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 13 quarters since.
  • Elevatus Welath Management's Vanguard Morningstar Growth ETF position peaked at $14.2M in Q3 2024.
  • 2,448 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Elevatus Welath Management's 13F filing for Q3 2026, filed 19 Oct 2026.