Proathlete Wealth Management
VUG icon

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

Proathlete 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 		$211K Buy
2,346
+32
+1% +$2.8K 0.05% 77
2026
Q2 		$199K Buy
2,314
+4
+0.2% +$337 0.05% 73
2026
Q1 		$168K Hold
2,310
– – 0.05% 72
2025
Q4 		$188K Hold
2,310
– – 0.05% 67
2025
Q3 		$185K Buy
2,310
+138
+6% +$10.5K 0.05% 64
2025
Q2 		$159K Buy
2,172
+468
+27% +$30.8K 0.05% 66
2025
Q1 		$105K Buy
+1,704
New +$115K 0.04% 86

Other funds holding VUG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Proathlete Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q3 2026, buying an estimated $2.8K and bringing the position to 2,346 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #77.

Proathlete Wealth Management first reported a position in VUG in Q1 2025 and has held it in 7 quarters since. 2,162 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Proathlete Wealth Management held 2,346 shares of Vanguard Morningstar Growth ETF worth $211K as of Q3 2026.
  • Proathlete Wealth Management bought 32 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $2.8K.
  • Vanguard Morningstar Growth ETF made up 0.05% of Proathlete Wealth Management's portfolio in Q3 2026, its #77 holding.
  • Proathlete Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 7 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Proathlete Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.