Scott Capital Advisors
VUG icon

Scott Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Scott Capital 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 		$46.4M Buy
502,117
+1,835
+0.4% +$161K 6.67% 4
2026
Q2 		$43.1M Sell
500,282
-5,956
-1% -$501K 6.75% 4
2026
Q1 		$38.9M Buy
506,238
+7,884
+2% +$613K 7.89% 4
2025
Q4 		$40.5M Sell
498,354
-5,754
-1% -$467K 8.98% 4
2025
Q3 		$40.9M Sell
504,108
-21,078
-4% -$1.61M 9.26% 4
2025
Q2 		$38.7M Sell
525,186
-4,746
-0.9% -$312K 10.49% 3
2025
Q1 		$32.8M Sell
529,932
-21,018
-4% -$1.42M 9.77% 3
2024
Q4 		$37.2M Sell
550,950
-40,212
-7% -$2.7M 10.7% 3
2024
Q3 		$37.8M Sell
591,162
-2,784
-0.5% -$173K 10.73% 3
2024
Q2 		$38.4M Sell
593,946
-14,496
-2% -$845K 11.36% 3
2024
Q1 		$34.8M Buy
608,442
+24,516
+4% +$1.35M 10.58% 3
2023
Q4 		$30.3M Sell
583,926
-1,452
-0.2% -$70.1K 10.15% 3
2023
Q3 		$27.5M Buy
585,378
+49,836
+9% +$2.35M 10.94% 3
2023
Q2 		$25.3M Buy
535,542
+26,394
+5% +$1.14M 10.87% 3
2023
Q1 		$21.2M Buy
509,148
+26,418
+5% +$1.03M 10.2% 4
2022
Q4 		$17.1M Buy
482,730
+37,380
+8% +$1.38M 9.71% 4
2022
Q3 		$15.9M Buy
445,350
+30,306
+7% +$1.22M 10.84% 4
2022
Q2 		$15.4M Buy
415,044
+179,850
+76% +$7.39M 10.43% 4
2022
Q1 		$11.3M Buy
235,194
+144,642
+160% +$6.84M 6.63% 6
2021
Q4 		$4.84M Buy
+90,552
New +$4.72M 2.95% 8

Other funds holding VUG

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Scott Capital Advisors's VUG Position: Q3 2026 in Review

Scott Capital Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.37% in Q3 2026, buying an estimated $161K and bringing the position to 502,117 shares worth $46.4M. The position accounts for 6.67% of the portfolio, ranked #4.

Scott Capital Advisors first reported a position in VUG in Q4 2021 and has held it in 20 quarters since. 1,918 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Scott Capital Advisors held 502,117 shares of Vanguard Morningstar Growth ETF worth $46.4M as of Q3 2026.
  • Scott Capital Advisors bought 1,835 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $161K.
  • Vanguard Morningstar Growth ETF made up 6.67% of Scott Capital Advisors's portfolio in Q3 2026, its #4 holding.
  • Scott Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,918 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.