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

Gilpin 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 		$663K Sell
7,355
-105
-1% -$9.19K 0.45% 64
2026
Q2 		$643K Sell
7,460
-214
-3% -$18K 0.44% 65
2026
Q1 		$559K Sell
7,674
-150
-2% -$11.7K 0.44% 67
2025
Q4 		$636K Buy
+7,824
New +$635K 0.5% 56

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

Gilpin Wealth Management's VUG Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q3 2026, selling an estimated $9.19K and leaving 7,355 shares worth $663K. The position accounts for 0.45% of the portfolio, ranked #64.

Gilpin Wealth Management first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Gilpin Wealth Management held 7,355 shares of Vanguard Morningstar Growth ETF worth $663K as of Q3 2026.
  • Gilpin Wealth Management sold 105 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $9.19K.
  • Vanguard Morningstar Growth ETF made up 0.45% of Gilpin Wealth Management's portfolio in Q3 2026, its #64 holding.
  • Gilpin Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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