M3 Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

M3 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 Q2	$9.36M	Buy	108,637 +5,683	+6%	+$478K	4.85%	5
2026 Q1	$7.5M	Buy	102,954 +2,016	+2%	+$157K	4.62%	5
2025 Q4	$8.21M	Sell	100,938 -168	-0.2%	-$13.6K	5%	5
2025 Q3	$8.08M	Buy	101,106 +1,314	+1%	+$100K	5.04%	4
2025 Q2	$7.29M	Buy	99,792 +4,236	+4%	+$279K	5.04%	4
2025 Q1	$5.91M	Sell	95,556 -1,128	-1%	-$76.1K	4.67%	4
2024 Q4	$6.61M	Buy	96,684 +7,068	+8%	+$475K	4.74%	4
2024 Q3	$5.73M	Buy	89,616 +3,198	+4%	+$198K	4.21%	4
2024 Q2	$5.39M	Buy	86,418 +5,154	+6%	+$301K	4.44%	4
2024 Q1	$4.66M	Buy	81,264 +16,398	+25%	+$902K	4.22%	4
2023 Q4	$3.36M	Buy	+64,866	New	+$3.13M	3.94%	4

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

M3 Advisory Group's VUG Position: Q2 2026 in Review

M3 Advisory Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.5% in Q2 2026, buying an estimated $478K and bringing the position to 108,637 shares worth $9.36M. The position accounts for 4.85% of the portfolio, ranked #5.

M3 Advisory Group first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

M3 Advisory Group held 108,637 shares of Vanguard Morningstar Growth ETF worth $9.36M as of Q2 2026.
M3 Advisory Group bought 5,683 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $478K.
Vanguard Morningstar Growth ETF made up 4.85% of M3 Advisory Group's portfolio in Q2 2026, its #5 holding.
M3 Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.