Farther Finance Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Farther Finance Advisors’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	$41.3M	Buy	458,271 +3,037	+0.7%	+$266K	0.29%	60
2026 Q2	$39.2M	Buy	455,234 +59,942	+15%	+$5.04M	0.31%	59
2026 Q1	$29.1M	Buy	395,292 +45,174	+13%	+$3.51M	0.27%	70
2025 Q4	$28.5M	Buy	350,118 +215,478	+160%	+$17.5M	0.31%	64
2025 Q3	$10.8M	Buy	134,640 +25,938	+24%	+$1.98M	0.16%	110
2025 Q2	$7.94M	Buy	108,702 +12,186	+13%	+$802K	0.16%	119
2025 Q1	$6.02M	Buy	96,516 +3,162	+3%	+$213K	0.15%	131
2024 Q4	$6.39M	Buy	93,354 +4,842	+5%	+$325K	0.23%	90
2024 Q3	$5.66M	Buy	88,512 +20,862	+31%	+$1.29M	0.21%	91
2024 Q2	$4.25M	Buy	67,650 +10,836	+19%	+$632K	0.21%	86
2024 Q1	$3.26M	Sell	56,814 -7,146	-11%	-$393K	0.2%	95
2023 Q4	$3.31M	Buy	63,960 +28,338	+80%	+$1.37M	0.24%	83
2023 Q3	$1.62M	Buy	35,622 +20,280	+132%	+$958K	0.25%	78
2023 Q2	$724K	Buy	15,342 +2,664	+21%	+$116K	0.16%	121
2023 Q1	$527K	Buy	12,678 +2,448	+24%	+$95.2K	0.15%	123
2022 Q4	$363K	Buy	+10,230	New	+$376K	0.14%	140

Other funds holding VUG

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Farther Finance Advisors's VUG Position: Q3 2026 in Review

Farther Finance Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.67% in Q3 2026, buying an estimated $266K and bringing the position to 458,271 shares worth $41.3M. The position accounts for 0.29% of the portfolio, ranked #60.

Farther Finance Advisors first reported a position in VUG in Q4 2022 and has held it in 16 quarters since. 110 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Farther Finance Advisors held 458,271 shares of Vanguard Morningstar Growth ETF worth $41.3M as of Q3 2026.
Farther Finance Advisors bought 3,037 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $266K.
Vanguard Morningstar Growth ETF made up 0.29% of Farther Finance Advisors's portfolio in Q3 2026, its #60 holding.
Farther Finance Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 16 quarters since.
110 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.