The Wealth Group
VUG icon

The Wealth Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

The Wealth Group’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 		$696K Sell
7,636
-51
-0.7% -$4.46K 0.13% 49
2026
Q2 		$662K Buy
7,687
+67
+0.9% +$5.64K 0.13% 51
2026
Q1 		$555K Sell
7,620
-240
-3% -$18.7K 0.13% 51
2025
Q4 		$639K Buy
7,860
+342
+5% +$27.8K 0.14% 47
2025
Q3 		$601K Sell
7,518
-42
-0.6% -$3.21K 0.14% 48
2025
Q2 		$553K Sell
7,560
-120
-2% -$7.9K 0.14% 47
2025
Q1 		$475K Sell
7,680
-54
-0.7% -$3.64K 0.14% 43
2024
Q4 		$529K Sell
7,734
-618
-7% -$41.5K 0.15% 37
2024
Q3 		$534K Sell
8,352
-210
-2% -$13K 0.16% 38
2024
Q2 		$534K Sell
8,562
-528
-6% -$30.8K 0.16% 37
2024
Q1 		$521K Buy
9,090
+414
+5% +$22.8K 0.16% 36
2023
Q4 		$476K Buy
+8,676
New +$419K 0.16% 38

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
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
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

The Wealth Group's VUG Position: Q3 2026 in Review

The Wealth Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.66% in Q3 2026, selling an estimated $4.46K and leaving 7,636 shares worth $696K. The position accounts for 0.13% of the portfolio, ranked #49.

The Wealth Group first reported a position in VUG in Q4 2023 and has held it in 12 quarters since. 1,071 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • The Wealth Group held 7,636 shares of Vanguard Morningstar Growth ETF worth $696K as of Q3 2026.
  • The Wealth Group sold 51 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $4.46K.
  • Vanguard Morningstar Growth ETF made up 0.13% of The Wealth Group's portfolio in Q3 2026, its #49 holding.
  • The Wealth Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,071 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.