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Olistico Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Olistico Wealth’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 		$22.8M Buy
253,239
+620
+0.2% +$54.3K 9.55% 1
2026
Q2 		$21.8M Sell
252,619
-443
-0.2% -$37.3K 9.31% 1
2026
Q1 		$18.4M Sell
253,062
-2,562
-1% -$199K 9.08% 1
2025
Q4 		$20.8M Buy
255,624
+744
+0.3% +$60.4K 10.14% 1
2025
Q3 		$20.4M Buy
254,880
+1,218
+0.5% +$93.1K 10.77% 1
2025
Q2 		$18.5M Buy
253,662
+21,966
+9% +$1.45M 10.29% 1
2025
Q1 		$15.1M Sell
231,696
-10,212
-4% -$689K 9.32% 1
2024
Q4 		$16.5M Buy
241,908
+14,712
+6% +$988K 9.62% 1
2024
Q3 		$14.5M Sell
227,196
-8,274
-4% -$513K 8.88% 1
2024
Q2 		$14.7M Buy
235,470
+4,194
+2% +$245K 9.36% 1
2024
Q1 		$13.3M Buy
231,276
+5,784
+3% +$318K 9.58% 1
2023
Q4 		$11.7M Buy
225,492
+21,978
+11% +$1.06M 9.13% 2
2023
Q3 		$9.24M Buy
203,514
+8,178
+4% +$386K 8.25% 2
2023
Q2 		$9.21M Sell
195,336
-8,874
-4% -$385K 7.88% 2
2023
Q1 		$8.49M Buy
204,210
+19,674
+11% +$765K 8.14% 2
2022
Q4 		$6.55M Buy
+184,536
New +$6.79M 7.09% 2

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
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 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
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Olistico Wealth's VUG Position: Q3 2026 in Review

Olistico Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.25% in Q3 2026, buying an estimated $54.3K and bringing the position to 253,239 shares worth $22.8M. The position accounts for 9.55% of the portfolio, ranked #1.

Olistico Wealth first reported a position in VUG in Q4 2022 and has held it in 16 quarters since. 678 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Olistico Wealth held 253,239 shares of Vanguard Morningstar Growth ETF worth $22.8M as of Q3 2026.
  • Olistico Wealth bought 620 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $54.3K.
  • Vanguard Morningstar Growth ETF made up 9.55% of Olistico Wealth's portfolio in Q3 2026, its #1 holding.
  • Olistico Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 678 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.