Planned Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Planned 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	$586K	Hold	6,498	–	–	0.16%	66
2026 Q2	$560K	Sell	6,498 -1,746	-21%	-$147K	0.16%	71
2026 Q1	$600K	Sell	8,244 -138	-2%	-$10.7K	0.2%	60
2025 Q4	$682K	Buy	8,382 +288	+4%	+$23.4K	0.22%	54
2025 Q3	$647K	Sell	8,094 -1,656	-17%	-$127K	0.22%	54
2025 Q2	$712K	Buy	+9,750	New	+$642K	0.27%	44
2024 Q4	–	Sell	-1,224	Closed	-$78.3K	–	633
2024 Q3	$78.3K	Buy	+1,224	New	+$75.9K	0.03%	241
2024 Q1	–	Sell	-1,224	Closed	-$63.4K	–	548
2023 Q4	$63.4K	Buy	+1,224	New	+$59.1K	0.03%	247
2021 Q1	–	Sell	-1,038	Closed	-$44K	–	405
2020 Q4	$44K	Hold	1,038	–	–	0.04%	221
2020 Q3	$39K	Buy	+1,038	New	+$38.3K	0.04%	177

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

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 Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Planned Solutions's VUG Position: Q3 2026 in Review

Planned Solutions held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 6,498 shares worth $586K. The position accounts for 0.16% of the portfolio, ranked #66.

Planned Solutions first reported a position in VUG in Q3 2020 and has held it in 10 quarters since. The position peaked at $712K in Q2 2025. 664 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Planned Solutions held 6,498 shares of Vanguard Morningstar Growth ETF worth $586K as of Q3 2026.
Planned Solutions left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.16% of Planned Solutions's portfolio in Q3 2026, its #66 holding.
Planned Solutions first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 10 quarters since.
Planned Solutions's Vanguard Morningstar Growth ETF position peaked at $712K in Q2 2025.
664 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.