Visionary Horizons
VUG icon

Visionary Horizons’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Visionary Horizons’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 		$275K Buy
3,055
+1
+0% +$88 0.11% 121
2026
Q2 		$263K Buy
+3,054
New +$257K 0.11% 128

Other funds holding VUG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Visionary Horizons's VUG Position: Q3 2026 in Review

Visionary Horizons increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.03% in Q3 2026, buying an estimated $88 and bringing the position to 3,055 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #121.

Visionary Horizons first reported a position in VUG in Q2 2026 and has held it in 2 quarters since. 1,918 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Visionary Horizons held 3,055 shares of Vanguard Morningstar Growth ETF worth $275K as of Q3 2026.
  • Visionary Horizons bought 1 Vanguard Morningstar Growth ETF share in Q3 2026, an estimated $88.
  • Vanguard Morningstar Growth ETF made up 0.11% of Visionary Horizons's portfolio in Q3 2026, its #121 holding.
  • Visionary Horizons first reported a position in Vanguard Morningstar Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,918 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.