Precedent Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Precedent Wealth Partners’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	$470K	Sell	5,217 -2,311	-31%	-$202K	0.07%	146
2026 Q2	$648K	Buy	7,528 +3,592	+91%	+$302K	0.11%	129
2026 Q1	$287K	Sell	3,936 -528	-12%	-$41.1K	0.06%	151
2025 Q4	$363K	Hold	4,464	–	–	0.08%	144
2025 Q3	$357K	Hold	4,464	–	–	0.08%	143
2025 Q2	$326K	Buy	+4,464	New	+$294K	0.08%	140
2025 Q1	–	Sell	-6,036	Closed	-$413K	–	163
2024 Q4	$413K	Hold	6,036	–	–	0.13%	122
2024 Q3	$386K	Hold	6,036	–	–	0.13%	119
2024 Q2	$376K	Hold	6,036	–	–	0.15%	110
2024 Q1	$346K	Sell	6,036 -606	-9%	-$33.3K	0.15%	114
2023 Q4	$344K	Buy	+6,642	New	+$321K	0.17%	103

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

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

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

Precedent Wealth Partners's VUG Position: Q3 2026 in Review

Precedent Wealth Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 31% in Q3 2026, selling an estimated $202K and leaving 5,217 shares worth $470K. The position accounts for 0.07% of the portfolio, ranked #146.

Precedent Wealth Partners first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $648K in Q2 2026. 1,085 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Precedent Wealth Partners held 5,217 shares of Vanguard Morningstar Growth ETF worth $470K as of Q3 2026.
Precedent Wealth Partners sold 2,311 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $202K.
Vanguard Morningstar Growth ETF made up 0.07% of Precedent Wealth Partners's portfolio in Q3 2026, its #146 holding.
Precedent Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Precedent Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $648K in Q2 2026.
1,085 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.