Spurstone Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Spurstone Advisory 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	$2.26K	Sell	25 -11	-31%	-$963	0.03%	59
2026 Q2	$3.1K	Buy	+36	New	+$3.03K	0.04%	56
2026 Q1	–	Sell	-24	Closed	-$1.95K	–	100
2025 Q4	$1.95K	Hold	24	–	–	0.03%	61
2025 Q3	$1.92K	Hold	24	–	–	0.03%	79
2025 Q2	$1.75K	Hold	24	–	–	0.03%	104
2025 Q1	$1.48K	Hold	24	–	–	0.03%	70
2024 Q4	$1.64K	Buy	+24	New	+$1.61K	0.03%	61

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

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

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

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

Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return

Spurstone Advisory Services's VUG Position: Q3 2026 in Review

Spurstone Advisory Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 31% in Q3 2026, selling an estimated $963 and leaving 25 shares worth $2.26K. The position accounts for 0.03% of the portfolio, ranked #59.

Spurstone Advisory Services first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.1K in Q2 2026. 1,641 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Spurstone Advisory Services held 25 shares of Vanguard Morningstar Growth ETF worth $2.26K as of Q3 2026.
Spurstone Advisory Services sold 11 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $963.
Vanguard Morningstar Growth ETF made up 0.03% of Spurstone Advisory Services's portfolio in Q3 2026, its #59 holding.
Spurstone Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Spurstone Advisory Services's Vanguard Morningstar Growth ETF position peaked at $3.1K in Q2 2026.
1,641 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.