Portside Wealth Group
VUG icon

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

Portside 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 		$1.23M Buy
13,654
+3,949
+41% +$346K 0.14% 162
2026
Q2 		$836K Sell
9,705
-2,757
-22% -$232K 0.1% 222
2026
Q1 		$907K Sell
12,462
-6,294
-34% -$490K 0.12% 177
2025
Q4 		$1.53M Buy
18,756
+11,790
+169% +$957K 0.21% 113
2025
Q3 		$557K Buy
6,966
+180
+3% +$13.8K 0.08% 236
2025
Q2 		$496K Sell
6,786
-1,134
-14% -$74.7K 0.07% 246
2025
Q1 		$489K Sell
7,920
-1,398
-15% -$94.3K 0.08% 230
2024
Q4 		$637K Buy
9,318
+3,858
+71% +$259K 0.11% 196
2024
Q3 		$349K Sell
5,460
-90
-2% -$5.58K 0.06% 278
2024
Q2 		$346K Buy
5,550
+186
+3% +$10.8K 0.07% 252
2024
Q1 		$308K Sell
5,364
-8,262
-61% -$454K 0.06% 272
2023
Q4 		$706K Buy
13,626
+5,292
+63% +$255K 0.13% 171
2023
Q3 		$380K Buy
8,334
+3,636
+77% +$172K 0.07% 225
2023
Q2 		$222K Buy
+4,698
New +$204K 0.04% 301

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

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

Portside Wealth Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 41% in Q3 2026, buying an estimated $346K and bringing the position to 13,654 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #162.

Portside Wealth Group first reported a position in VUG in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.53M in Q4 2025. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Portside Wealth Group held 13,654 shares of Vanguard Morningstar Growth ETF worth $1.23M as of Q3 2026.
  • Portside Wealth Group bought 3,949 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $346K.
  • Vanguard Morningstar Growth ETF made up 0.14% of Portside Wealth Group's portfolio in Q3 2026, its #162 holding.
  • Portside Wealth Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 14 quarters since.
  • Portside Wealth Group's Vanguard Morningstar Growth ETF position peaked at $1.53M in Q4 2025.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.