Unified Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Unified Investment 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	$284K	Buy	3,150 +150	+5%	+$13.1K	0.25%	112
2026 Q2	$258K	Hold	3,000	–	–	0.24%	119
2026 Q1	$218K	Hold	3,000	–	–	0.22%	126
2025 Q4	$244K	Hold	3,000	–	–	0.24%	115
2025 Q3	$240K	Hold	3,000	–	–	0.24%	115
2025 Q2	$219K	Buy	+3,000	New	+$198K	0.24%	114
2025 Q1	–	Sell	-3,000	Closed	-$205K	–	123
2024 Q4	$205K	Buy	+3,000	New	+$202K	0.23%	107

Other funds holding VUG

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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

SGAM

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

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

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 Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Unified Investment Management's VUG Position: Q3 2026 in Review

Unified Investment Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 5% in Q3 2026, buying an estimated $13.1K and bringing the position to 3,150 shares worth $284K. The position accounts for 0.25% of the portfolio, ranked #112.

Unified Investment Management first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 529 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Unified Investment Management held 3,150 shares of Vanguard Morningstar Growth ETF worth $284K as of Q3 2026.
Unified Investment Management bought 150 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $13.1K.
Vanguard Morningstar Growth ETF made up 0.25% of Unified Investment Management's portfolio in Q3 2026, its #112 holding.
Unified Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
529 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.