Quantum Financial Planning Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Quantum Financial Planning 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	$76.8M	Buy	852,708 +26,763	+3%	+$2.34M	20.93%	1
2026 Q2	$71.1M	Buy	825,945 +35,205	+4%	+$2.96M	22.06%	1
2026 Q1	$57.6M	Buy	790,740 +38,382	+5%	+$2.99M	20.68%	2
2025 Q4	$61.2M	Buy	752,358 +16,758	+2%	+$1.36M	22.17%	2
2025 Q3	$58.8M	Sell	735,600 -36,636	-5%	-$2.8M	23.78%	2
2025 Q2	$56.4M	Buy	772,236 +31,326	+4%	+$2.06M	26.56%	2
2025 Q1	$45.8M	Buy	740,910 +16,650	+2%	+$1.12M	25.05%	2
2024 Q4	$49.5M	Buy	+724,260	New	+$48.7M	27.49%	2

Other funds holding VUG

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

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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

RWM

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Quantum Financial Planning Services's VUG Position: Q3 2026 in Review

Quantum Financial Planning Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.2% in Q3 2026, buying an estimated $2.34M and bringing the position to 852,708 shares worth $76.8M. The position accounts for 20.93% of the portfolio, ranked #1.

Quantum Financial Planning Services first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. 679 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Quantum Financial Planning Services held 852,708 shares of Vanguard Morningstar Growth ETF worth $76.8M as of Q3 2026.
Quantum Financial Planning Services bought 26,763 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $2.34M.
Vanguard Morningstar Growth ETF made up 20.93% of Quantum Financial Planning Services's portfolio in Q3 2026, its #1 holding.
Quantum Financial Planning Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
679 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.