Straight Path Wealth Management
VUG icon

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

Straight Path 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 		$348K Sell
3,858
-66
-2% -$5.78K 0.08% 99
2026
Q2 		$338K Hold
3,924
– – 0.08% 92
2026
Q1 		$286K Sell
3,924
-132
-3% -$10.3K 0.08% 98
2025
Q4 		$330K Buy
+4,056
New +$329K 0.09% 87

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Signature Estate & Investment Advisors
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Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Straight Path Wealth Management's VUG Position: Q3 2026 in Review

Straight Path Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.7% in Q3 2026, selling an estimated $5.78K and leaving 3,858 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #99.

Straight Path Wealth Management first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. 1,140 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Straight Path Wealth Management held 3,858 shares of Vanguard Morningstar Growth ETF worth $348K as of Q3 2026.
  • Straight Path Wealth Management sold 66 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $5.78K.
  • Vanguard Morningstar Growth ETF made up 0.08% of Straight Path Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Straight Path Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,140 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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