Financial Management Professionals
VUG icon

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

Financial Management Professionals’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 		$525K Hold
5,822
– – 0.05% 114
2026
Q2 		$502K Buy
+5,822
New +$490K 0.05% 120
2025
Q3 		– Sell
-1,320
Closed -$96.6K – 1071
2025
Q2 		$96.6K Hold
1,320
– – 0.01% 193
2025
Q1 		$81.6K Buy
+1,320
New +$89K 0.01% 202
2024
Q2 		– Sell
-1,488
Closed -$85K – 1033
2024
Q1 		$85K Buy
+1,488
New +$81.8K 0.01% 216
2022
Q4 		– Sell
-60
Closed -$2K – 1096
2022
Q3 		$2K Buy
+60
New +$2.41K ﹤0.01% 782
2021
Q3 		– Sell
-312
Closed -$15K – 1063
2021
Q2 		$15K Sell
312
-125,850
-100% -$5.71M ﹤0.01% 324
2021
Q1 		$5.4M Buy
126,162
+426
+0.3% +$18.2K 1.45% 15
2020
Q4 		$5.31M Sell
125,736
-4,128
-3% -$165K 1.49% 14
2020
Q3 		$4.93M Sell
129,864
-685,410
-84% -$25.3M 1.76% 12
2020
Q2 		$27.5M Buy
815,274
+692,364
+563% +$21.3M 9.47% 3
2020
Q1 		$3.21M Buy
+122,910
New +$3.68M 1.36% 14

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

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

Financial Management Professionals held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 5,822 shares worth $525K. The position accounts for 0.05% of the portfolio, ranked #114.

Financial Management Professionals first reported a position in VUG in Q1 2020 and has held it in 12 quarters since. The position peaked at $27.5M in Q2 2020. 1,152 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Financial Management Professionals held 5,822 shares of Vanguard Morningstar Growth ETF worth $525K as of Q3 2026.
  • Financial Management Professionals left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.05% of Financial Management Professionals's portfolio in Q3 2026, its #114 holding.
  • Financial Management Professionals first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 12 quarters since.
  • Financial Management Professionals's Vanguard Morningstar Growth ETF position peaked at $27.5M in Q2 2020.
  • 1,152 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.