GGS
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Galvin Gaustad & Stein’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Galvin Gaustad & Stein’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 		$987K Buy
10,951
+153
+1% +$13.4K 0.07% 132
2026
Q2 		$930K Buy
10,798
+1,606
+17% +$135K 0.07% 141
2026
Q1 		$669K Sell
9,192
-36
-0.4% -$2.8K 0.05% 151
2025
Q4 		$750K Sell
9,228
-3,240
-26% -$263K 0.06% 139
2025
Q3 		$997K Buy
12,468
+942
+8% +$72K 0.08% 108
2025
Q2 		$842K Sell
11,526
-798
-6% -$52.5K 0.07% 109
2025
Q1 		$762K Sell
12,324
-1,740
-12% -$117K 0.07% 105
2024
Q4 		$962K Sell
14,064
-2,706
-16% -$182K 0.09% 99
2024
Q3 		$1.07M Buy
16,770
+1,722
+11% +$107K 0.1% 91
2024
Q2 		$938K Buy
15,048
+8,100
+117% +$472K 0.09% 93
2024
Q1 		$399K Sell
6,948
-90
-1% -$4.95K 0.04% 141
2023
Q4 		$365K Hold
7,038
– – 0.03% 141
2023
Q3 		$319K Hold
7,038
– – 0.03% 144
2023
Q2 		$332K Hold
7,038
– – 0.03% 138
2023
Q1 		$293K Hold
7,038
– – 0.03% 143
2022
Q4 		$250K Sell
7,038
-900
-11% -$33.1K 0.03% 144
2022
Q3 		$283K Sell
7,938
-138
-2% -$5.55K 0.03% 136
2022
Q2 		$300K Sell
8,076
-390
-5% -$16K 0.03% 138
2022
Q1 		$406K Sell
8,466
-30
-0.4% -$1.42K 0.04% 132
2021
Q4 		$454K Hold
8,496
– – 0.04% 131
2021
Q3 		$411K Sell
8,496
-1,500
-15% -$74.6K 0.04% 136
2021
Q2 		$478K Sell
9,996
-180
-2% -$8.17K 0.05% 136
2021
Q1 		$436K Sell
10,176
-594
-6% -$25.4K 0.04% 138
2020
Q4 		$455K Buy
+10,770
New +$430K 0.05% 135

Other funds holding VUG

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Galvin Gaustad & Stein's VUG Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q3 2026, buying an estimated $13.4K and bringing the position to 10,951 shares worth $987K. The position accounts for 0.07% of the portfolio, ranked #132.

Galvin Gaustad & Stein first reported a position in VUG in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.07M in Q3 2024. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Galvin Gaustad & Stein held 10,951 shares of Vanguard Morningstar Growth ETF worth $987K as of Q3 2026.
  • Galvin Gaustad & Stein bought 153 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $13.4K.
  • Vanguard Morningstar Growth ETF made up 0.07% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #132 holding.
  • Galvin Gaustad & Stein first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Galvin Gaustad & Stein's Vanguard Morningstar Growth ETF position peaked at $1.07M in Q3 2024.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.