Net Worth Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Net Worth Advisory Group’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	$1.61M	Buy	17,892 +437	+3%	+$38.2K	0.41%	43
2026 Q2	$1.5M	Sell	17,455 -28,763	-62%	-$2.42M	0.38%	54
2026 Q1	$3.36M	Buy	46,218 +4,236	+10%	+$330K	0.7%	27
2025 Q4	$3.41M	Buy	41,982 +30,498	+266%	+$2.48M	0.69%	28
2025 Q3	$918K	Sell	11,484 -26,448	-70%	-$2.02M	0.27%	71
2025 Q2	$2.77M	Buy	37,932 +25,716	+211%	+$1.69M	0.61%	29
2025 Q1	$755K	Buy	12,216 +1,050	+9%	+$70.8K	0.24%	90
2024 Q4	$764K	Sell	11,166 -36	-0.3%	-$2.42K	0.23%	89
2024 Q3	$717K	Buy	+11,202	New	+$694K	0.21%	115

Other funds holding VUG

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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Net Worth Advisory Group's VUG Position: Q3 2026 in Review

Net Worth Advisory Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q3 2026, buying an estimated $38.2K and bringing the position to 17,892 shares worth $1.61M. The position accounts for 0.41% of the portfolio, ranked #43.

Net Worth Advisory Group first reported a position in VUG in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.41M in Q4 2025. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Net Worth Advisory Group held 17,892 shares of Vanguard Morningstar Growth ETF worth $1.61M as of Q3 2026.
Net Worth Advisory Group bought 437 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $38.2K.
Vanguard Morningstar Growth ETF made up 0.41% of Net Worth Advisory Group's portfolio in Q3 2026, its #43 holding.
Net Worth Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's Vanguard Morningstar Growth ETF position peaked at $3.41M in Q4 2025.
1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.