Plan Group Financial
VUG icon

Plan Group Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Plan Group Financial’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 		$505K Buy
5,700
+2,790
+96% +$244K 0.1% 118
2026
Q2 		$251K Sell
2,910
-3,672
-56% -$309K 0.05% 204
2026
Q1 		$479K Buy
6,582
+564
+9% +$43.9K 0.11% 129
2025
Q4 		$489K Sell
6,018
-1,620
-21% -$131K 0.13% 118
2025
Q3 		$610K Sell
7,638
-16,782
-69% -$1.28M 0.16% 109
2025
Q2 		$1.78M Buy
24,420
+14,178
+138% +$933K 0.59% 55
2025
Q1 		$633K Buy
10,242
+7,164
+233% +$483K 0.23% 84
2024
Q4 		$211K Sell
3,078
-354
-10% -$23.8K 0.11% 107
2024
Q3 		$220K Buy
3,432
+192
+6% +$11.9K 0.12% 104
2024
Q2 		$202K Buy
+3,240
New +$189K 0.12% 95
2023
Q3 		– Sell
-13,962
Closed -$658K – 93
2023
Q2 		$658K Buy
+13,962
New +$605K 0.55% 33

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Plan Group Financial's VUG Position: Q3 2026 in Review

Plan Group Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 96% in Q3 2026, buying an estimated $244K and bringing the position to 5,700 shares worth $505K. The position accounts for 0.1% of the portfolio, ranked #118.

Plan Group Financial first reported a position in VUG in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.78M in Q2 2025. 1,140 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Plan Group Financial held 5,700 shares of Vanguard Morningstar Growth ETF worth $505K as of Q3 2026.
  • Plan Group Financial bought 2,790 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $244K.
  • Vanguard Morningstar Growth ETF made up 0.1% of Plan Group Financial's portfolio in Q3 2026, its #118 holding.
  • Plan Group Financial first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 11 quarters since.
  • Plan Group Financial's Vanguard Morningstar Growth ETF position peaked at $1.78M in Q2 2025.
  • 1,140 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.