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

Provident 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	$135K	Hold	1,500	–	–	0.05%	77
2026 Q2	$129K	Buy	+1,500	New	+$126K	0.03%	107
2023 Q2	–	Hold	0	–	–	–	92
2023 Q1	–	Hold	0	–	–	–	98
2022 Q4	–	Sell	-90	Closed	-$3.31K	–	91
2022 Q3	$3K	Hold	90	–	–	﹤0.01%	87
2022 Q2	$3K	Hold	90	–	–	﹤0.01%	91
2022 Q1	$4K	Buy	+90	New	+$4.26K	﹤0.01%	93

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

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

Provident Wealth Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 1,500 shares worth $135K. The position accounts for 0.05% of the portfolio, ranked #77.

Provident Wealth Management first reported a position in VUG in Q1 2022 and has held it in 5 quarters since. 1,819 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Provident Wealth Management held 1,500 shares of Vanguard Morningstar Growth ETF worth $135K as of Q3 2026.
Provident Wealth Management left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.05% of Provident Wealth Management's portfolio in Q3 2026, its #77 holding.
Provident Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 5 quarters since.
1,819 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.