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

McGlone Suttner 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	$760K	Buy	8,435 +1,473	+21%	+$129K	0.09%	100
2026 Q2	$600K	Sell	6,962 -166	-2%	-$14K	0.07%	115
2026 Q1	$519K	Sell	7,128 -1,260	-15%	-$98K	0.07%	119
2025 Q4	$682K	Buy	8,388 +3,006	+56%	+$244K	0.09%	97
2025 Q3	$430K	Hold	5,382	–	–	0.06%	132
2025 Q2	$393K	Hold	5,382	–	–	0.06%	135
2025 Q1	$333K	Buy	+5,382	New	+$363K	0.05%	144
2024 Q1	–	Sell	-2,406	Closed	-$125K	–	761
2023 Q4	$125K	Buy	+2,406	New	+$116K	0.02%	190

Other funds holding VUG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McGlone Suttner Wealth Management's VUG Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 21% in Q3 2026, buying an estimated $129K and bringing the position to 8,435 shares worth $760K. The position accounts for 0.09% of the portfolio, ranked #100.

McGlone Suttner Wealth Management first reported a position in VUG in Q4 2023 and has held it in 8 quarters since. 1,918 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

McGlone Suttner Wealth Management held 8,435 shares of Vanguard Morningstar Growth ETF worth $760K as of Q3 2026.
McGlone Suttner Wealth Management bought 1,473 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $129K.
Vanguard Morningstar Growth ETF made up 0.09% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #100 holding.
McGlone Suttner Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 8 quarters since.
1,918 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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