Proactive Wealth Strategies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Proactive Wealth Strategies’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	$2.19M	Sell	24,339 -1,127	-4%	-$98.6K	0.34%	73
2026 Q2	$2.19M	Sell	25,466 -448	-2%	-$37.7K	0.35%	72
2026 Q1	$1.89M	Buy	25,914 +17,496	+208%	+$1.36M	0.36%	70
2025 Q4	$685K	Buy	8,418 +528	+7%	+$42.8K	0.27%	84
2025 Q3	$631K	Buy	7,890 +6	+0.1%	+$458	0.27%	79
2025 Q2	$576K	Buy	7,884 +168	+2%	+$11.1K	0.27%	81
2025 Q1	$477K	Buy	7,716 +186	+2%	+$12.5K	0.25%	83
2024 Q4	$515K	Buy	7,530 +510	+7%	+$34.3K	0.27%	80
2024 Q3	$449K	Buy	+7,020	New	+$435K	0.25%	81

Other funds holding VUG

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Proactive Wealth Strategies's VUG Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.4% in Q3 2026, selling an estimated $98.6K and leaving 24,339 shares worth $2.19M. The position accounts for 0.34% of the portfolio, ranked #73.

Proactive Wealth Strategies first reported a position in VUG in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.19M in Q2 2026. 2,162 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Proactive Wealth Strategies held 24,339 shares of Vanguard Morningstar Growth ETF worth $2.19M as of Q3 2026.
Proactive Wealth Strategies sold 1,127 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $98.6K.
Vanguard Morningstar Growth ETF made up 0.34% of Proactive Wealth Strategies's portfolio in Q3 2026, its #73 holding.
Proactive Wealth Strategies first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's Vanguard Morningstar Growth ETF position peaked at $2.19M in Q2 2026.
2,162 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.