Power Wealth Management
VUG icon

Power Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Power Wealth Management’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 		$457K Buy
5,070
+1,434
+39% +$126K 0.15% 85
2026
Q2 		$313K Hold
3,636
– – 0.11% 93
2026
Q1 		$265K Buy
3,636
+24
+0.7% +$1.87K 0.1% 82
2025
Q4 		$294K Sell
3,612
-30
-0.8% -$2.44K 0.1% 79
2025
Q3 		$291K Sell
3,642
-6
-0.2% -$458 0.11% 76
2025
Q2 		$267K Sell
3,648
-186
-5% -$12.2K 0.1% 81
2025
Q1 		$237K Sell
3,834
-432
-10% -$29.1K 0.1% 77
2024
Q4 		$292K Sell
4,266
-582
-12% -$39.1K 0.12% 79
2024
Q3 		$310K Hold
4,848
– – 0.13% 75
2024
Q2 		$302K Hold
4,848
– – 0.14% 81
2024
Q1 		$278K Sell
4,848
-390
-7% -$21.4K 0.17% 81
2023
Q4 		$271K Buy
+5,238
New +$253K 0.19% 79

Other funds holding VUG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Power Wealth Management's VUG Position: Q3 2026 in Review

Power Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 39% in Q3 2026, buying an estimated $126K and bringing the position to 5,070 shares worth $457K. The position accounts for 0.15% of the portfolio, ranked #85.

Power Wealth Management first reported a position in VUG in Q4 2023 and has held it in 12 quarters since. 1,940 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Power Wealth Management held 5,070 shares of Vanguard Morningstar Growth ETF worth $457K as of Q3 2026.
  • Power Wealth Management bought 1,434 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $126K.
  • Vanguard Morningstar Growth ETF made up 0.15% of Power Wealth Management's portfolio in Q3 2026, its #85 holding.
  • Power Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,940 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Power Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.