Oxler Private Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Oxler Private 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	$314K	Buy	3,480 +3	+0.1%	+$263	0.08%	72
2026 Q2	$300K	Buy	3,477 +3	+0.1%	+$252	0.09%	77
2026 Q1	$253K	Buy	3,474 +6	+0.2%	+$467	0.08%	84
2025 Q4	$282K	Buy	3,468 +6	+0.2%	+$487	0.08%	80
2025 Q3	$277K	Hold	3,462	–	–	0.08%	81
2025 Q2	$253K	Hold	3,462	–	–	0.08%	80
2025 Q1	$214K	Buy	3,462 +6	+0.2%	+$405	0.08%	82
2024 Q4	$236K	Buy	3,456 +6	+0.2%	+$403	0.08%	82
2024 Q3	$221K	Hold	3,450	–	–	0.08%	83
2024 Q2	$215K	Buy	+3,450	New	+$201K	0.08%	81
2022 Q4	–	Sell	-12,408	Closed	-$266K	–	330
2022 Q3	$266K	Buy	12,408 +9,006	+265%	+$362K	0.15%	86
2022 Q2	$127K	Buy	+3,402	New	+$140K	0.06%	119
2021 Q1	–	Sell	-3,054	Closed	-$128K	–	214
2020 Q4	$128K	Buy	+3,054	New	+$122K	0.07%	121

Other funds holding VUG

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

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

Oxler Private Wealth's VUG Position: Q3 2026 in Review

Oxler Private Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.09% in Q3 2026, buying an estimated $263 and bringing the position to 3,480 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #72.

Oxler Private Wealth first reported a position in VUG in Q4 2020 and has held it in 13 quarters since. 1,819 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Oxler Private Wealth held 3,480 shares of Vanguard Morningstar Growth ETF worth $314K as of Q3 2026.
Oxler Private Wealth bought 3 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $263.
Vanguard Morningstar Growth ETF made up 0.08% of Oxler Private Wealth's portfolio in Q3 2026, its #72 holding.
Oxler Private Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 13 quarters since.
1,819 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.