High Net Worth Advisory Group
VUG icon

High Net Worth Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

High Net Worth Advisory Group’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 		$8.3M Sell
92,120
-711
-0.8% -$62.2K 1.74% 9
2026
Q2 		$8M Buy
92,831
+983
+1% +$82.7K 1.7% 10
2026
Q1 		$6.69M Buy
91,848
+78
+0.1% +$6.07K 1.56% 12
2025
Q4 		$7.46M Sell
91,770
-1,974
-2% -$160K 1.72% 11
2025
Q3 		$7.49M Buy
93,744
+4,770
+5% +$365K 1.8% 10
2025
Q2 		$6.51M Buy
88,974
+876
+1% +$57.7K 1.72% 11
2025
Q1 		$5.45M Buy
88,098
+1,596
+2% +$108K 1.54% 12
2024
Q4 		$5.92M Buy
86,502
+3,192
+4% +$214K 1.65% 12
2024
Q3 		$5.33M Buy
83,310
+3,252
+4% +$202K 1.46% 15
2024
Q2 		$4.99M Buy
80,058
+11,136
+16% +$649K 1.51% 16
2024
Q1 		$3.95M Buy
68,922
+14,346
+26% +$789K 1.24% 22
2023
Q4 		$2.83M Buy
54,576
+7,734
+17% +$373K 1.05% 23
2023
Q3 		$2.13M Buy
46,842
+576
+1% +$27.2K 0.85% 29
2023
Q2 		$2.18M Sell
46,266
-924
-2% -$40.1K 0.85% 31
2023
Q1 		$1.96M Sell
47,190
-174
-0.4% -$6.77K 0.8% 31
2022
Q4 		$1.68M Sell
47,364
-300
-0.6% -$11K 0.65% 39
2022
Q3 		$1.7M Sell
47,664
-264
-0.6% -$10.6K 0.73% 29
2022
Q2 		$1.78M Sell
47,928
-2,724
-5% -$112K 0.74% 34
2022
Q1 		$2.43M Buy
50,652
+1,788
+4% +$84.6K 0.88% 23
2021
Q4 		$2.61M Buy
+48,864
New +$2.55M 0.91% 24

Other funds holding VUG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

High Net Worth Advisory Group's VUG Position: Q3 2026 in Review

High Net Worth Advisory Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.77% in Q3 2026, selling an estimated $62.2K and leaving 92,120 shares worth $8.3M. The position accounts for 1.74% of the portfolio, ranked #9.

High Net Worth Advisory Group first reported a position in VUG in Q4 2021 and has held it in 20 quarters since. 1,918 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • High Net Worth Advisory Group held 92,120 shares of Vanguard Morningstar Growth ETF worth $8.3M as of Q3 2026.
  • High Net Worth Advisory Group sold 711 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $62.2K.
  • Vanguard Morningstar Growth ETF made up 1.74% of High Net Worth Advisory Group's portfolio in Q3 2026, its #9 holding.
  • High Net Worth Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,918 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.