Frazier Financial Advisors
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Frazier Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Frazier Financial 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 		$126K Buy
1,394
+12
+0.9% +$1.05K 0.06% 115
2026
Q2 		$119K Buy
1,382
+710
+106% +$59.7K 0.06% 110
2026
Q1 		$49K Hold
672
– – 0.03% 188
2025
Q4 		$54.7K Sell
672
-120
-15% -$9.7K 0.03% 157
2025
Q3 		$63.4K Buy
792
+120
+18% +$9.17K 0.04% 138
2025
Q2 		$49.1K Hold
672
– – 0.03% 151
2025
Q1 		$41.5K Sell
672
-84
-11% -$5.66K 0.03% 153
2024
Q4 		$52K Buy
756
+84
+13% +$5.64K 0.04% 131
2024
Q3 		$43K Hold
672
– – 0.03% 155
2024
Q2 		$41.9K Buy
+672
New +$39.2K 0.03% 170

Other funds holding VUG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Frazier Financial Advisors's VUG Position: Q3 2026 in Review

Frazier Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.87% in Q3 2026, buying an estimated $1.05K and bringing the position to 1,394 shares worth $126K. The position accounts for 0.06% of the portfolio, ranked #115.

Frazier Financial Advisors first reported a position in VUG in Q2 2024 and has held it in 10 quarters since. 2,556 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Frazier Financial Advisors held 1,394 shares of Vanguard Morningstar Growth ETF worth $126K as of Q3 2026.
  • Frazier Financial Advisors bought 12 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.05K.
  • Vanguard Morningstar Growth ETF made up 0.06% of Frazier Financial Advisors's portfolio in Q3 2026, its #115 holding.
  • Frazier Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 10 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Frazier Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.