Sherman Wealth Management
VUG icon

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

Sherman 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 		$1.33M Sell
14,757
-462
-3% -$40.4K 0.94% 30
2026
Q2 		$1.31M Sell
15,219
-135
-0.9% -$11.4K 0.99% 29
2026
Q1 		$1.12M Sell
15,354
-294
-2% -$22.9K 0.96% 27
2025
Q4 		$1.27M Buy
+15,648
New +$1.27M 1.11% 23

Other funds holding VUG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

Sherman Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3% in Q3 2026, selling an estimated $40.4K and leaving 14,757 shares worth $1.33M. The position accounts for 0.94% of the portfolio, ranked #30.

Sherman Wealth Management first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Sherman Wealth Management held 14,757 shares of Vanguard Morningstar Growth ETF worth $1.33M as of Q3 2026.
  • Sherman Wealth Management sold 462 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $40.4K.
  • Vanguard Morningstar Growth ETF made up 0.94% of Sherman Wealth Management's portfolio in Q3 2026, its #30 holding.
  • Sherman Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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