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Global Wealth Strategies & Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Global Wealth Strategies & Associates’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 		$305K Buy
3,386
+95
+3% +$8.31K 0.06% 81
2026
Q2 		$284K Buy
3,291
+177
+6% +$14.9K 0.05% 79
2026
Q1 		$227K Sell
3,114
-1,200
-28% -$93.4K 0.06% 74
2025
Q4 		$351K Sell
4,314
-3,186
-42% -$259K 0.09% 54
2025
Q3 		$599K Buy
7,500
+6,642
+774% +$508K 0.15% 36
2025
Q2 		$62.7K Sell
858
-90
-9% -$5.92K 0.02% 100
2025
Q1 		$58.6K Sell
948
-210
-18% -$14.2K 0.02% 101
2024
Q4 		$79.2K Sell
1,158
-18
-2% -$1.21K 0.02% 83
2024
Q3 		$75.3K Hold
1,176
– – 0.02% 76
2024
Q2 		$73.3K Hold
1,176
– – 0.03% 70
2024
Q1 		$67.5K Sell
1,176
-426
-27% -$23.4K 0.03% 75
2023
Q4 		$83K Buy
1,602
+804
+101% +$38.8K 0.03% 63
2023
Q3 		$36.2K Hold
798
– – 0.02% 91
2023
Q2 		$37.6K Hold
798
– – 0.02% 89
2023
Q1 		$33.2K Hold
798
– – 0.02% 89
2022
Q4 		$28.3K Buy
+798
New +$29.4K 0.02% 95

Other funds holding VUG

GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Global Wealth Strategies & Associates's VUG Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q3 2026, buying an estimated $8.31K and bringing the position to 3,386 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #81.

Global Wealth Strategies & Associates first reported a position in VUG in Q4 2022 and has held it in 16 quarters since. The position peaked at $599K in Q3 2025. 18 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Global Wealth Strategies & Associates held 3,386 shares of Vanguard Morningstar Growth ETF worth $305K as of Q3 2026.
  • Global Wealth Strategies & Associates bought 95 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $8.31K.
  • Vanguard Morningstar Growth ETF made up 0.06% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #81 holding.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Global Wealth Strategies & Associates's Vanguard Morningstar Growth ETF position peaked at $599K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.