PCS
VUG icon

Private Client Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Private Client Services’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 		$712K Buy
7,903
+6
+0.1% +$525 0.19% 99
2026
Q2 		$680K Sell
7,897
-323
-4% -$27.2K 0.18% 105
2026
Q1 		$599K Buy
8,220
+894
+12% +$69.5K 0.18% 101
2025
Q4 		$596K Buy
7,326
+336
+5% +$27.3K 0.19% 87
2025
Q3 		$559K Sell
6,990
-960
-12% -$73.4K 0.19% 96
2025
Q2 		$581K Sell
7,950
-1,776
-18% -$117K 0.23% 92
2025
Q1 		$601K Sell
9,726
-1,086
-10% -$73.2K 0.3% 76
2024
Q4 		$740K Buy
10,812
+2,814
+35% +$189K 0.4% 67
2024
Q3 		$512K Sell
7,998
-714
-8% -$44.3K 0.28% 75
2024
Q2 		$543K Buy
8,712
+156
+2% +$9.1K 0.34% 64
2024
Q1 		$491K Buy
8,556
+138
+2% +$7.59K 0.33% 68
2023
Q4 		$436K Buy
+8,418
New +$406K 0.36% 84

Other funds holding VUG

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Private Client Services's VUG Position: Q3 2026 in Review

Private Client Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.08% in Q3 2026, buying an estimated $525 and bringing the position to 7,903 shares worth $712K. The position accounts for 0.19% of the portfolio, ranked #99.

Private Client Services first reported a position in VUG in Q4 2023 and has held it in 12 quarters since. The position peaked at $740K in Q4 2024. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Private Client Services held 7,903 shares of Vanguard Morningstar Growth ETF worth $712K as of Q3 2026.
  • Private Client Services bought 6 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $525.
  • Vanguard Morningstar Growth ETF made up 0.19% of Private Client Services's portfolio in Q3 2026, its #99 holding.
  • Private Client Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Private Client Services's Vanguard Morningstar Growth ETF position peaked at $740K in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.