Five Pine Wealth Management
VUG icon

Five Pine Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Five Pine Wealth 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 		$16.7M Sell
185,624
-4,435
-2% -$388K 9.46% 3
2026
Q2 		$16.4M Sell
190,059
-4,461
-2% -$375K 9.26% 3
2026
Q1 		$14.2M Sell
194,520
-1,494
-0.8% -$116K 8.8% 3
2025
Q4 		$15.9M Sell
196,014
-3,786
-2% -$307K 10.22% 3
2025
Q3 		$16M Sell
199,800
-12,132
-6% -$927K 10.79% 3
2025
Q2 		$15.5M Buy
211,932
+2,826
+1% +$186K 11.47% 3
2025
Q1 		$12.9M Buy
209,106
+19,506
+10% +$1.32M 10.52% 3
2024
Q4 		$13M Buy
+189,600
New +$12.7M 10.93% 3

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

Five Pine Wealth Management's VUG Position: Q3 2026 in Review

Five Pine Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.3% in Q3 2026, selling an estimated $388K and leaving 185,624 shares worth $16.7M. The position accounts for 9.46% of the portfolio, ranked #3.

Five Pine Wealth Management first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Five Pine Wealth Management held 185,624 shares of Vanguard Morningstar Growth ETF worth $16.7M as of Q3 2026.
  • Five Pine Wealth Management sold 4,435 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $388K.
  • Vanguard Morningstar Growth ETF made up 9.46% of Five Pine Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Five Pine Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Five Pine Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.