Oxford Wealth Group
VUG icon

Oxford Wealth Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Oxford Wealth 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 		$5.71M Buy
63,406
+11,048
+21% +$967K 2.36% 14
2026
Q2 		$4.51M Buy
52,358
+6,434
+14% +$541K 2.02% 20
2026
Q1 		$3.34M Sell
45,924
-4,536
-9% -$353K 1.83% 22
2025
Q4 		$4.1M Buy
+50,460
New +$4.1M 1.99% 14

Other funds holding VUG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Oxford Wealth Group's VUG Position: Q3 2026 in Review

Oxford Wealth Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 21% in Q3 2026, buying an estimated $967K and bringing the position to 63,406 shares worth $5.71M. The position accounts for 2.36% of the portfolio, ranked #14.

Oxford Wealth Group first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Oxford Wealth Group held 63,406 shares of Vanguard Morningstar Growth ETF worth $5.71M as of Q3 2026.
  • Oxford Wealth Group bought 11,048 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $967K.
  • Vanguard Morningstar Growth ETF made up 2.36% of Oxford Wealth Group's portfolio in Q3 2026, its #14 holding.
  • Oxford Wealth Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Oxford Wealth Group's 13F filing for Q3 2026, filed 13 Nov 2026.