New Perspectives Inc’s Vanguard Morningstar Growth ETF VUG Stock Holding History

New Perspectives Inc’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	$989K	Hold	10,974	–	–	0.3%	18
2026 Q2	$945K	Hold	10,974	–	–	0.29%	19
2026 Q1	$799K	Hold	10,974	–	–	0.28%	18
2025 Q4	$892K	Buy	10,974 +60	+0.5%	+$4.87K	0.31%	18
2025 Q3	$872K	Hold	10,914	–	–	0.39%	17
2025 Q2	$797K	Hold	10,914	–	–	0.39%	17
2025 Q1	$675K	Hold	10,914	–	–	0.36%	17
2024 Q4	$747K	Hold	10,914	–	–	0.4%	16
2024 Q3	$698K	Hold	10,914	–	–	0.37%	16
2024 Q2	$680K	Hold	10,914	–	–	0.36%	14
2024 Q1	$626K	Buy	+10,914	New	+$600K	0.35%	14
2022 Q4	$389K	Buy	10,944 +30	+0.3%	+$1.1K	0.3%	17
2022 Q3	$389K	Hold	10,914	–	–	0.33%	15
2022 Q2	$405K	Hold	10,914	–	–	0.33%	16
2022 Q1	$523K	Hold	10,914	–	–	0.38%	16
2021 Q4	$584K	Hold	10,914	–	–	0.41%	16
2021 Q3	$528K	Hold	10,914	–	–	0.39%	16
2021 Q2	$522K	Buy	+10,914	New	+$496K	0.41%	16

Other funds holding VUG

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

New Perspectives Inc's VUG Position: Q3 2026 in Review

New Perspectives Inc held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 10,974 shares worth $989K. The position accounts for 0.3% of the portfolio, ranked #18.

New Perspectives Inc first reported a position in VUG in Q2 2021 and has held it in 18 quarters since. 1,140 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

New Perspectives Inc held 10,974 shares of Vanguard Morningstar Growth ETF worth $989K as of Q3 2026.
New Perspectives Inc left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.3% of New Perspectives Inc's portfolio in Q3 2026, its #18 holding.
New Perspectives Inc first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 18 quarters since.
1,140 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.