Mosley Wealth Management
VUG icon

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

Mosley 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 		$13.3M Buy
147,632
+9,664
+7% +$846K 3.86% 5
2026
Q2 		$11.9M Buy
137,968
+131,284
+1,964% +$11M 3.78% 5
2026
Q1 		$534K Sell
6,684
-1,146
-15% -$89.2K 0.24% 86
2025
Q4 		$636K Buy
+7,830
New +$635K 0.29% 75

Other funds holding VUG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Mosley Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 7% in Q3 2026, buying an estimated $846K and bringing the position to 147,632 shares worth $13.3M. The position accounts for 3.86% of the portfolio, ranked #5.

Mosley Wealth Management first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. 1,899 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Mosley Wealth Management held 147,632 shares of Vanguard Morningstar Growth ETF worth $13.3M as of Q3 2026.
  • Mosley Wealth Management bought 9,664 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $846K.
  • Vanguard Morningstar Growth ETF made up 3.86% of Mosley Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Mosley Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,899 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.