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

LongView 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	$8.33M	Buy	92,487 +52	+0.1%	+$4.55K	2.01%	12
2026 Q2	$7.96M	Sell	92,435 -583	-0.6%	-$49.1K	2.04%	12
2026 Q1	$7.39M	Sell	93,018 -1,836	-2%	-$143K	1.86%	11
2025 Q4	$7.79M	Sell	94,854 -1,824	-2%	-$148K	1.88%	11
2025 Q3	$7.73M	Sell	96,678 -3,846	-4%	-$294K	2.09%	10
2025 Q2	$7.35M	Sell	100,524 -32,538	-24%	-$2.14M	2.22%	9
2025 Q1	$8.22M	Sell	133,062 -1,776	-1%	-$120K	2.47%	8
2024 Q4	$9.22M	Sell	134,838 -522	-0.4%	-$35.1K	2.81%	7
2024 Q3	$8.66M	Buy	135,360 +11,826	+10%	+$733K	2.76%	8
2024 Q2	$7.7M	Sell	123,534 -792	-0.6%	-$46.2K	2.84%	7
2024 Q1	$7.13M	Buy	124,326 +4,476	+4%	+$246K	2.83%	6
2023 Q4	$6.16M	Buy	+119,850	New	+$5.79M	2.75%	6

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

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

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

RWM

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

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

LongView Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.06% in Q3 2026, buying an estimated $4.55K and bringing the position to 92,487 shares worth $8.33M. The position accounts for 2.01% of the portfolio, ranked #12.

LongView Wealth Management first reported a position in VUG in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.22M in Q4 2024. 682 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

LongView Wealth Management held 92,487 shares of Vanguard Morningstar Growth ETF worth $8.33M as of Q3 2026.
LongView Wealth Management bought 52 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $4.55K.
Vanguard Morningstar Growth ETF made up 2.01% of LongView Wealth Management's portfolio in Q3 2026, its #12 holding.
LongView Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's Vanguard Morningstar Growth ETF position peaked at $9.22M in Q4 2024.
682 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.