VestGen Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

VestGen Advisors’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	$57.5M	Buy	637,704 +103,920	+19%	+$9.1M	1.77%	8
2026 Q2	$46M	Buy	533,784 +35,346	+7%	+$2.97M	1.34%	10
2026 Q1	$43.1M	Buy	498,438 +219,780	+79%	+$17.1M	1.15%	13
2025 Q4	$22.7M	Sell	278,658 -15,900	-5%	-$1.29M	0.96%	19
2025 Q3	$23.5M	Sell	294,558 -7,974	-3%	-$609K	0.78%	25
2025 Q2	$22.1M	Sell	302,532 -14,502	-5%	-$955K	0.88%	23
2025 Q1	$19.6M	Buy	+317,034	New	+$21.4M	0.89%	23

Other funds holding VUG

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

VestGen Advisors's VUG Position: Q3 2026 in Review

VestGen Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 19% in Q3 2026, buying an estimated $9.1M and bringing the position to 637,704 shares worth $57.5M. The position accounts for 1.77% of the portfolio, ranked #8.

VestGen Advisors first reported a position in VUG in Q1 2025 and has held it in 7 quarters since. 2,188 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

VestGen Advisors held 637,704 shares of Vanguard Morningstar Growth ETF worth $57.5M as of Q3 2026.
VestGen Advisors bought 103,920 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $9.1M.
Vanguard Morningstar Growth ETF made up 1.77% of VestGen Advisors's portfolio in Q3 2026, its #8 holding.
VestGen Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 7 quarters since.
2,188 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.