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Prosperity Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Prosperity Planning’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 		$27.4M Buy
303,709
+8,483
+3% +$742K 6.07% 2
2026
Q2 		$25.4M Buy
295,226
+5,600
+2% +$471K 5.83% 3
2026
Q1 		$21.1M Buy
289,626
+9,600
+3% +$747K 5.34% 3
2025
Q4 		$22.8M Buy
280,026
+114
+0% +$9.25K 5.96% 3
2025
Q3 		$22.4M Sell
279,912
-792
-0.3% -$60.5K 6.04% 3
2025
Q2 		$20.5M Buy
280,704
+7,722
+3% +$508K 5.92% 3
2025
Q1 		$16.9M Buy
272,982
+2,778
+1% +$187K 5.28% 3
2024
Q4 		$18.5M Sell
270,204
-2,424
-0.9% -$163K 5.92% 2
2024
Q3 		$17.4M Sell
272,628
-150
-0.1% -$9.3K 5.53% 3
2024
Q2 		$17M Sell
272,778
-2,352
-0.9% -$137K 5.81% 3
2024
Q1 		$15.8M Buy
275,130
+4,248
+2% +$234K 5.47% 5
2023
Q4 		$14M Buy
270,882
+6,072
+2% +$293K 5.25% 5
2023
Q3 		$12M Buy
264,810
+4,866
+2% +$230K 5.02% 5
2023
Q2 		$12.3M Buy
259,944
+13,758
+6% +$597K 5.06% 5
2023
Q1 		$10.2M Buy
246,186
+15,144
+7% +$589K 4.46% 5
2022
Q4 		$8.28M Hold
231,042
– – 4.09% 7
2022
Q3 		$8.24M Buy
231,042
+42,420
+22% +$1.71M 4.3% 6
2022
Q2 		$8.97M Hold
188,622
– – 4.58% 6
2022
Q1 		$10M Hold
188,622
– – 4.91% 5
2021
Q4 		$10.1M Buy
188,622
+10,980
+6% +$572K 5.11% 4
2021
Q3 		$8.59M Buy
177,642
+5,388
+3% +$268K 4.69% 4
2021
Q2 		$8.23M Buy
172,254
+14,652
+9% +$665K 5.11% 3
2021
Q1 		$6.75M Buy
157,602
+14,598
+10% +$625K 4.8% 5
2020
Q4 		$6.04M Buy
+143,004
New +$5.71M 5.12% 3

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
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
MWA
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Prosperity Planning's VUG Position: Q3 2026 in Review

Prosperity Planning increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q3 2026, buying an estimated $742K and bringing the position to 303,709 shares worth $27.4M. The position accounts for 6.07% of the portfolio, ranked #2.

Prosperity Planning first reported a position in VUG in Q4 2020 and has held it in 24 quarters since. 408 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Prosperity Planning held 303,709 shares of Vanguard Morningstar Growth ETF worth $27.4M as of Q3 2026.
  • Prosperity Planning bought 8,483 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $742K.
  • Vanguard Morningstar Growth ETF made up 6.07% of Prosperity Planning's portfolio in Q3 2026, its #2 holding.
  • Prosperity Planning first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.