Financial Management Network
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Financial Management Network’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Financial Management Network’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 		$647K Hold
7,099
– – 0.09% 125
2026
Q2 		$605K Sell
7,099
-47
-0.7% -$3.96K 0.09% 125
2026
Q1 		$547K Sell
7,146
-228
-3% -$17.7K 0.08% 119
2025
Q4 		$598K Sell
7,374
-72
-1% -$5.84K 0.09% 113
2025
Q3 		$602K Buy
7,446
+504
+7% +$38.5K 0.1% 111
2025
Q2 		$511K Hold
6,942
– – 0.09% 118
2025
Q1 		$387K Buy
6,942
+240
+4% +$16.2K 0.09% 118
2024
Q4 		$465K Buy
6,702
+126
+2% +$8.46K 0.1% 114
2024
Q3 		$420K Sell
6,576
-366
-5% -$22.7K 0.09% 123
2024
Q2 		$448K Buy
6,942
+90
+1% +$5.25K 0.11% 107
2024
Q1 		$386K Buy
6,852
+72
+1% +$3.96K 0.1% 116
2023
Q4 		$340K Sell
6,780
-90
-1% -$4.34K 0.1% 108
2023
Q3 		$313K Sell
6,870
-678
-9% -$32K 0.1% 114
2023
Q2 		$356K Buy
7,548
+1,302
+21% +$56.5K 0.12% 106
2023
Q1 		$259K Sell
6,246
-234
-4% -$9.1K 0.1% 114
2022
Q4 		$230K Sell
6,480
-1,116
-15% -$41.1K 0.1% 125
2022
Q3 		$286K Buy
7,596
+72
+1% +$2.89K 0.14% 109
2022
Q2 		$282K Hold
7,524
– – 0.15% 104
2022
Q1 		$368K Buy
7,524
+6
+0.1% +$284 0.19% 84
2021
Q4 		$400K Hold
7,518
– – 0.18% 91
2021
Q3 		$360K Hold
7,518
– – 0.18% 91
2021
Q2 		$364K Sell
7,518
-2,454
-25% -$111K 0.19% 91
2021
Q1 		$454K Sell
9,972
-102
-1% -$4.36K 0.24% 81
2020
Q4 		$435K Buy
+10,074
New +$402K 0.27% 70

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

Financial Management Network's VUG Position: Q3 2026 in Review

Financial Management Network held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 7,099 shares worth $647K. The position accounts for 0.09% of the portfolio, ranked #125.

Financial Management Network first reported a position in VUG in Q4 2020 and has held it in 24 quarters since. 1,135 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Financial Management Network held 7,099 shares of Vanguard Morningstar Growth ETF worth $647K as of Q3 2026.
  • Financial Management Network left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.09% of Financial Management Network's portfolio in Q3 2026, its #125 holding.
  • Financial Management Network first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,135 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.