SC&H Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

SC&H Financial Advisors’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	$434K	Buy	4,816 +1	+0%	+$88	0.06%	95
2026 Q2	$415K	Buy	4,815 +3	+0.1%	+$252	0.06%	104
2026 Q1	$350K	Hold	4,812	–	–	0.05%	111
2025 Q4	$391K	Buy	4,812 +870	+22%	+$70.6K	0.06%	102
2025 Q3	$315K	Hold	3,942	–	–	0.05%	114
2025 Q2	$288K	Buy	3,942 +366	+10%	+$24.1K	0.05%	118
2025 Q1	$221K	Hold	3,576	–	–	0.04%	143
2024 Q4	$245K	Hold	3,576	–	–	0.05%	132
2024 Q3	$229K	Buy	3,576 +6	+0.2%	+$372	0.05%	139
2024 Q2	$222K	Hold	3,570	–	–	0.05%	134
2024 Q1	$205K	Buy	+3,570	New	+$196K	0.05%	142

Other funds holding VUG

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

SEIA

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

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

AWM

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

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

SC&H Financial Advisors's VUG Position: Q3 2026 in Review

SC&H Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.02% in Q3 2026, buying an estimated $88 and bringing the position to 4,816 shares worth $434K. The position accounts for 0.06% of the portfolio, ranked #95.

SC&H Financial Advisors first reported a position in VUG in Q1 2024 and has held it in 11 quarters since. 394 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

SC&H Financial Advisors held 4,816 shares of Vanguard Morningstar Growth ETF worth $434K as of Q3 2026.
SC&H Financial Advisors bought 1 Vanguard Morningstar Growth ETF share in Q3 2026, an estimated $88.
Vanguard Morningstar Growth ETF made up 0.06% of SC&H Financial Advisors's portfolio in Q3 2026, its #95 holding.
SC&H Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 11 quarters since.
394 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.