Triad Wealth Partners
VUG icon

Triad Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Triad Wealth Partners’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 		$10.7M Buy
118,422
+6,230
+6% +$545K 0.59% 29
2026
Q2 		$9.8M Sell
112,192
-3,368
-3% -$283K 0.58% 31
2026
Q1 		$8.41M Buy
115,560
+15,852
+16% +$1.23M 0.67% 33
2025
Q4 		$8.11M Buy
99,708
+2,256
+2% +$183K 0.77% 34
2025
Q3 		$7.79M Buy
97,452
+84,186
+635% +$6.43M 1% 29
2025
Q2 		$969K Buy
13,266
+7,344
+124% +$484K 0.2% 91
2025
Q1 		$366K Sell
5,922
-420
-7% -$28.3K 0.11% 134
2024
Q4 		$434K Buy
+6,342
New +$426K 0.16% 102
2024
Q3 		– Sell
-348
Closed -$21.7K – 921
2024
Q2 		$21.7K Buy
+348
New +$20.3K 0.01% 331

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 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

Triad Wealth Partners's VUG Position: Q3 2026 in Review

Triad Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.6% in Q3 2026, buying an estimated $545K and bringing the position to 118,422 shares worth $10.7M. The position accounts for 0.59% of the portfolio, ranked #29.

Triad Wealth Partners first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 1,386 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Triad Wealth Partners held 118,422 shares of Vanguard Morningstar Growth ETF worth $10.7M as of Q3 2026.
  • Triad Wealth Partners bought 6,230 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $545K.
  • Vanguard Morningstar Growth ETF made up 0.59% of Triad Wealth Partners's portfolio in Q3 2026, its #29 holding.
  • Triad Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.