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

Global 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	$431K	Buy	4,779 +4	+0.1%	+$350	0.23%	28
2026 Q2	$411K	Buy	4,775 +5	+0.1%	+$421	0.21%	28
2026 Q1	$347K	Sell	4,770 -486	-9%	-$37.8K	0.19%	28
2025 Q4	$427K	Buy	5,256 +12	+0.2%	+$974	0.23%	25
2025 Q3	$419K	Hold	5,244	–	–	0.22%	25
2025 Q2	$388K	Sell	5,244 -1,134	-18%	-$74.7K	0.21%	24
2025 Q1	$394K	Buy	6,378 +6	+0.1%	+$405	0.23%	23
2024 Q4	$436K	Buy	6,372 +1,146	+22%	+$77K	0.28%	23
2024 Q3	$334K	Buy	+5,226	New	+$324K	0.23%	20

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

Global Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.08% in Q3 2026, buying an estimated $350 and bringing the position to 4,779 shares worth $431K. The position accounts for 0.23% of the portfolio, ranked #28.

Global Wealth Management first reported a position in VUG in Q3 2024 and has held it in 9 quarters since. The position peaked at $436K in Q4 2024. 1,152 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Global Wealth Management held 4,779 shares of Vanguard Morningstar Growth ETF worth $431K as of Q3 2026.
Global Wealth Management bought 4 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $350.
Vanguard Morningstar Growth ETF made up 0.23% of Global Wealth Management's portfolio in Q3 2026, its #28 holding.
Global Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 9 quarters since.
Global Wealth Management's Vanguard Morningstar Growth ETF position peaked at $436K in Q4 2024.
1,152 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.