MBA Advisors
VUG icon

MBA Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

MBA 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 		$274K Buy
3,040
+484
+19% +$42.4K 0.09% 135
2026
Q2 		$220K Buy
+2,556
New +$215K 0.07% 156
2026
Q1 		– Sell
-2,556
Closed -$208K – 149
2025
Q4 		$208K Hold
2,556
– – 0.08% 133
2025
Q3 		$204K Buy
+2,556
New +$195K 0.09% 139

Other funds holding VUG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

MBA Advisors's VUG Position: Q3 2026 in Review

MBA Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 19% in Q3 2026, buying an estimated $42.4K and bringing the position to 3,040 shares worth $274K. The position accounts for 0.09% of the portfolio, ranked #135.

MBA Advisors first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. 2,425 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • MBA Advisors held 3,040 shares of Vanguard Morningstar Growth ETF worth $274K as of Q3 2026.
  • MBA Advisors bought 484 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $42.4K.
  • Vanguard Morningstar Growth ETF made up 0.09% of MBA Advisors's portfolio in Q3 2026, its #135 holding.
  • MBA Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,425 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.