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Stone Summit Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Stone Summit 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 		$7.43M Sell
82,460
-3,300
-4% -$289K 2.01% 14
2026
Q2 		$7.39M Sell
85,760
-2,146
-2% -$181K 1.87% 15
2026
Q1 		$6.4M Sell
87,906
-6,534
-7% -$508K 1.78% 14
2025
Q4 		$7.68M Buy
94,440
+2,148
+2% +$174K 2.08% 14
2025
Q3 		$7.38M Buy
92,292
+42,864
+87% +$3.28M 2.09% 12
2025
Q2 		$3.61M Buy
49,428
+10,770
+28% +$709K 1.12% 32
2025
Q1 		$2.39M Buy
38,658
+2,388
+7% +$161K 0.81% 42
2024
Q4 		$2.48M Buy
36,270
+630
+2% +$42.3K 0.83% 40
2024
Q3 		$2.28M Buy
35,640
+2,286
+7% +$142K 0.74% 45
2024
Q2 		$2.08M Buy
33,354
+618
+2% +$36K 0.75% 42
2024
Q1 		$1.88M Buy
32,736
+396
+1% +$21.8K 0.65% 53
2023
Q4 		$1.68M Sell
32,340
-2,580
-7% -$125K 0.64% 56
2023
Q3 		$1.58M Buy
34,920
+954
+3% +$45.1K 0.68% 53
2023
Q2 		$1.6M Sell
33,966
-5,748
-14% -$249K 0.66% 54
2023
Q1 		$1.65M Sell
39,714
-10,572
-21% -$411K 0.73% 49
2022
Q4 		$1.79M Buy
50,286
+2,376
+5% +$87.4K 0.88% 41
2022
Q3 		$1.71M Buy
47,910
+1,260
+3% +$50.6K 1.05% 31
2022
Q2 		$1.73M Buy
46,650
+348
+0.8% +$14.3K 1.03% 31
2022
Q1 		$2.22M Buy
46,302
+3,564
+8% +$169K 1.25% 24
2021
Q4 		$2.28M Buy
+42,738
New +$2.23M 1.85% 14

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Stone Summit Wealth's VUG Position: Q3 2026 in Review

Stone Summit Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.8% in Q3 2026, selling an estimated $289K and leaving 82,460 shares worth $7.43M. The position accounts for 2.01% of the portfolio, ranked #14.

Stone Summit Wealth first reported a position in VUG in Q4 2021 and has held it in 20 quarters since. The position peaked at $7.68M in Q4 2025. 686 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Stone Summit Wealth held 82,460 shares of Vanguard Morningstar Growth ETF worth $7.43M as of Q3 2026.
  • Stone Summit Wealth sold 3,300 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $289K.
  • Vanguard Morningstar Growth ETF made up 2.01% of Stone Summit Wealth's portfolio in Q3 2026, its #14 holding.
  • Stone Summit Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's Vanguard Morningstar Growth ETF position peaked at $7.68M in Q4 2025.
  • 686 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.