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

Sterling 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	$1.47M	Buy	16,286 +11	+0.1%	+$963	0.38%	39
2026 Q2	$1.4M	Buy	16,275 +9	+0.1%	+$757	0.35%	38
2026 Q1	$1.18M	Sell	16,266 -60	-0.4%	-$4.67K	0.33%	40
2025 Q4	$1.33M	Sell	16,326 -7,710	-32%	-$626K	0.38%	37
2025 Q3	$1.92M	Buy	24,036 +186	+0.8%	+$14.2K	0.58%	31
2025 Q2	$1.74M	Buy	+23,850	New	+$1.57M	0.59%	30
2024 Q4	$1.74M	Buy	25,446 +30	+0.1%	+$2.02K	0.64%	28
2024 Q3	$1.63M	Buy	25,416 +3,522	+16%	+$218K	0.61%	29
2024 Q2	$1.36M	Hold	21,894	–	–	0.65%	27
2024 Q1	$1.26M	Buy	21,894 +24	+0.1%	+$1.32K	0.63%	26
2023 Q4	$1.13M	Buy	+21,870	New	+$1.06M	0.64%	23

Other funds holding VUG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 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

Citigroup New York $308B AUM 40.94% 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

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

Sterling Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.07% in Q3 2026, buying an estimated $963 and bringing the position to 16,286 shares worth $1.47M. The position accounts for 0.38% of the portfolio, ranked #39.

Sterling Wealth Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.92M in Q3 2025. 1,979 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Sterling Wealth Management held 16,286 shares of Vanguard Morningstar Growth ETF worth $1.47M as of Q3 2026.
Sterling Wealth Management bought 11 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $963.
Vanguard Morningstar Growth ETF made up 0.38% of Sterling Wealth Management's portfolio in Q3 2026, its #39 holding.
Sterling Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Sterling Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.92M in Q3 2025.
1,979 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.