Fifth Third Wealth Advisors
VUG icon

Fifth Third Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fifth Third Wealth 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 		$9.8M Sell
109,040
-1,831
-2% -$160K 0.26% 68
2026
Q2 		$9.6M Buy
110,871
+615
+0.6% +$51.7K 0.27% 65
2026
Q1 		$8.03M Buy
110,256
+468
+0.4% +$36.4K 0.27% 66
2025
Q4 		$8.93M Buy
109,788
+19,044
+21% +$1.55M 0.31% 49
2025
Q3 		$7.25M Buy
90,744
+1,506
+2% +$115K 0.27% 60
2025
Q2 		$6.52M Buy
89,238
+16,584
+23% +$1.09M 0.27% 60
2025
Q1 		$4.49M Buy
72,654
+3,060
+4% +$206K 0.23% 71
2024
Q4 		$4.76M Buy
69,594
+4,062
+6% +$273K 0.26% 61
2024
Q3 		$4.19M Sell
65,532
-13,344
-17% -$827K 0.26% 58
2024
Q2 		$4.92M Buy
78,876
+37,062
+89% +$2.16M 0.37% 44
2024
Q1 		$2.4M Buy
41,814
+4,548
+12% +$250K 0.37% 50
2023
Q4 		$1.93M Buy
37,266
+1,950
+6% +$94.1K 0.63% 38
2023
Q3 		$1.6M Buy
35,316
+210
+0.6% +$9.9K 0.65% 38
2023
Q2 		$1.66M Buy
+35,106
New +$1.52M 1.07% 25

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Fifth Third Wealth Advisors's VUG Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.7% in Q3 2026, selling an estimated $160K and leaving 109,040 shares worth $9.8M. The position accounts for 0.26% of the portfolio, ranked #68.

Fifth Third Wealth Advisors first reported a position in VUG in Q2 2023 and has held it in 14 quarters since. 1,043 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Fifth Third Wealth Advisors held 109,040 shares of Vanguard Morningstar Growth ETF worth $9.8M as of Q3 2026.
  • Fifth Third Wealth Advisors sold 1,831 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $160K.
  • Vanguard Morningstar Growth ETF made up 0.26% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #68 holding.
  • Fifth Third Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 14 quarters since.
  • 1,043 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.