StackStone Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

StackStone Wealth’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	$562K	Buy	+6,237	New	+$546K	0.06%	215

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

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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

StackStone Wealth's VUG Position: Q3 2026 in Review

StackStone Wealth opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 6,237 shares worth $562K. The stake represents 0.06% of the portfolio and ranks #215 among its holdings.

1,438 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

StackStone Wealth held 6,237 shares of Vanguard Morningstar Growth ETF worth $562K as of Q3 2026.
Vanguard Morningstar Growth ETF was a new StackStone Wealth position in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.06% of StackStone Wealth's portfolio in Q3 2026, its #215 holding.
1,438 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.