Physician Wealth Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Physician Wealth Solutions’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	$345K	Hold	3,823	–	–	0.14%	39
2026 Q2	$329K	Buy	3,823 +1	+0%	+$84	0.12%	39
2026 Q1	$278K	Hold	3,822	–	–	0.12%	41
2025 Q4	$311K	Hold	3,822	–	–	0.13%	40
2025 Q3	$306K	Hold	3,822	–	–	0.13%	42
2025 Q2	$279K	Hold	3,822	–	–	0.13%	42
2025 Q1	$236K	Hold	3,822	–	–	0.12%	40
2024 Q4	$261K	Hold	3,822	–	–	0.13%	39
2024 Q3	$251K	Hold	3,822	–	–	0.13%	37
2024 Q2	$238K	Hold	3,822	–	–	0.17%	38
2024 Q1	$219K	Sell	3,822 -192	-5%	-$10.6K	0.18%	37
2023 Q4	$208K	Buy	+4,014	New	+$194K	0.21%	36

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

Physician Wealth Solutions's VUG Position: Q3 2026 in Review

Physician Wealth Solutions held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 3,823 shares worth $345K. The position accounts for 0.14% of the portfolio, ranked #39.

Physician Wealth Solutions first reported a position in VUG in Q4 2023 and has held it in 12 quarters since. 1,175 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Physician Wealth Solutions held 3,823 shares of Vanguard Morningstar Growth ETF worth $345K as of Q3 2026.
Physician Wealth Solutions left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.14% of Physician Wealth Solutions's portfolio in Q3 2026, its #39 holding.
Physician Wealth Solutions first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
1,175 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.