NWMP
VUG icon

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

Noble Wealth Management PBC’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 		$62K Hold
688
– – 0.03% 250
2026
Q2 		$59.3K Sell
688
-50
-7% -$4.21K 0.03% 265
2026
Q1 		$53.7K Hold
738
– – 0.03% 255
2025
Q4 		$60K Sell
738
-294
-28% -$23.9K 0.03% 249
2025
Q3 		$82.5K Buy
+1,032
New +$78.9K 0.04% 196
2025
Q1 		$375K Buy
6,072
+1,896
+45% +$128K 0.26% 99
2024
Q4 		$286K Buy
+4,176
New +$281K 0.2% 105

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

Noble Wealth Management PBC's VUG Position: Q3 2026 in Review

Noble Wealth Management PBC held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 688 shares worth $62K. The position accounts for 0.03% of the portfolio, ranked #250.

Noble Wealth Management PBC first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $375K in Q1 2025. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Noble Wealth Management PBC held 688 shares of Vanguard Morningstar Growth ETF worth $62K as of Q3 2026.
  • Noble Wealth Management PBC left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.03% of Noble Wealth Management PBC's portfolio in Q3 2026, its #250 holding.
  • Noble Wealth Management PBC first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's Vanguard Morningstar Growth ETF position peaked at $375K in Q1 2025.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.