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ASK CAPITAL INVESTMENT MANAGERS, LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

ASK CAPITAL INVESTMENT MANAGERS, LLC’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 		$961K Buy
+10,664
New +$933K 0.99% 24

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
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
MWA
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

ASK CAPITAL INVESTMENT MANAGERS, LLC's VUG Position: Q3 2026 in Review

ASK CAPITAL INVESTMENT MANAGERS, LLC opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 10,664 shares worth $961K. The stake represents 0.99% of the portfolio and ranks #24 among its holdings.

394 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • ASK CAPITAL INVESTMENT MANAGERS, LLC held 10,664 shares of Vanguard Morningstar Growth ETF worth $961K as of Q3 2026.
  • Vanguard Morningstar Growth ETF was a new ASK CAPITAL INVESTMENT MANAGERS, LLC position in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.99% of ASK CAPITAL INVESTMENT MANAGERS, LLC's portfolio in Q3 2026, its #24 holding.
  • 394 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on ASK CAPITAL INVESTMENT MANAGERS, LLC's 13F filing for Q3 2026, filed 14 Oct 2026.