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MJT & Associates Financial Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

MJT & Associates Financial Advisory’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 		$6.5K Hold
73
– – ﹤0.01% 240
2026
Q2 		$6.22K Sell
73
-5
-6% -$421 ﹤0.01% 260
2026
Q1 		$5.25K Sell
78
-162
-68% -$12.6K ﹤0.01% 261
2025
Q4 		$19K Hold
240
– – 0.01% 130
2025
Q3 		$18.7K Sell
240
-108
-31% -$8.25K 0.02% 130
2025
Q2 		$25K Buy
348
+108
+45% +$7.11K 0.03% 132
2025
Q1 		$14.5K Buy
+240
New +$16.2K 0.01% 173

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
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RA
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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

MJT & Associates Financial Advisory's VUG Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 73 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

MJT & Associates Financial Advisory first reported a position in VUG in Q1 2025 and has held it in 7 quarters since. The position peaked at $25K in Q2 2025. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • MJT & Associates Financial Advisory held 73 shares of Vanguard Morningstar Growth ETF worth $6.5K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #240 holding.
  • MJT & Associates Financial Advisory first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Vanguard Morningstar Growth ETF position peaked at $25K in Q2 2025.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.