LifeGoal Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

LifeGoal Wealth Advisors’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	$11.6M	Buy	129,215 +4,514	+4%	+$395K	3.55%	6
2026 Q2	$10.7M	Sell	124,701 -7,059	-5%	-$594K	4.92%	5
2026 Q1	$9.7M	Buy	131,760 +1,668	+1%	+$130K	5.55%	6
2025 Q4	$10.6M	Buy	130,092 +14,958	+13%	+$1.21M	7.05%	5
2025 Q3	$9.2M	Buy	115,134 +6,132	+6%	+$469K	7.65%	4
2025 Q2	$7.96M	Buy	109,002 +5,706	+6%	+$376K	7.57%	4
2025 Q1	$6.38M	Buy	103,296 +26,070	+34%	+$1.76M	6.89%	4
2024 Q4	$5.28M	Buy	+77,226	New	+$5.19M	5.73%	3

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

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

LifeGoal Wealth Advisors's VUG Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.6% in Q3 2026, buying an estimated $395K and bringing the position to 129,215 shares worth $11.6M. The position accounts for 3.55% of the portfolio, ranked #6.

LifeGoal Wealth Advisors first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

LifeGoal Wealth Advisors held 129,215 shares of Vanguard Morningstar Growth ETF worth $11.6M as of Q3 2026.
LifeGoal Wealth Advisors bought 4,514 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $395K.
Vanguard Morningstar Growth ETF made up 3.55% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #6 holding.
LifeGoal Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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