Wealth Enhancement Advisory Services
VUG icon

Wealth Enhancement Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wealth Enhancement Advisory Services’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 		$298M Buy
3,268,652
+294,302
+10% +$25.8M 0.44% 35
2026
Q2 		$259M Buy
2,974,350
+171,600
+6% +$14.4M 0.43% 36
2026
Q1 		$206M Sell
2,802,750
-847,764
-23% -$66M 0.42% 35
2025
Q4 		$298M Buy
3,650,514
+87,036
+2% +$7.06M 0.4% 41
2025
Q3 		$286M Sell
3,563,478
-42,546
-1% -$3.25M 0.43% 41
2025
Q2 		$266M Buy
3,606,024
+9,840
+0.3% +$648K 0.44% 38
2025
Q1 		$222M Buy
3,596,184
+366,852
+11% +$24.7M 0.43% 39
2024
Q4 		$221M Buy
3,229,332
+19,950
+0.6% +$1.34M 0.42% 44
2024
Q3 		$205M Buy
3,209,382
+34,836
+1% +$2.16M 0.44% 39
2024
Q2 		$198M Buy
3,174,546
+186,480
+6% +$10.9M 0.47% 37
2024
Q1 		$171M Sell
2,988,066
-7,056
-0.2% -$388K 0.44% 41
2023
Q4 		$155M Buy
2,995,122
+53,070
+2% +$2.56M 0.45% 41
2023
Q3 		$134M Buy
2,942,052
+2,875,140
+4,297% +$136M 0.44% 45
2023
Q2 		$3.16M Buy
66,912
+13,062
+24% +$566K 0.03% 163
2023
Q1 		$2.24M Sell
53,850
-1,220,064
-96% -$47.5M 0.03% 203
2022
Q4 		$49.1M Sell
1,273,914
-89,154
-7% -$3.28M 0.63% 32
2022
Q3 		$49.2M Buy
1,363,068
+17,850
+1% +$717K 0.7% 30
2022
Q2 		$52.6M Buy
1,345,218
+56,478
+4% +$2.32M 0.73% 29
2022
Q1 		$63.1M Buy
1,288,740
+130,938
+11% +$6.19M 0.85% 26
2021
Q4 		$55.7M Buy
1,157,802
+22,626
+2% +$1.18M 0.8% 28
2021
Q3 		$58.6M Sell
1,135,176
-35,184
-3% -$1.75M 0.86% 27
2021
Q2 		$57M Buy
1,170,360
+189,366
+19% +$8.6M 0.92% 26
2021
Q1 		$43.5M Buy
980,994
+974,736
+15,576% +$41.7M 0.79% 29
2020
Q4 		$261K Buy
6,258
+12
+0.2% +$479 0.01% 207
2020
Q3 		$251K Buy
6,246
+12
+0.2% +$443 0.01% 201
2020
Q2 		$224K Buy
+6,234
New +$192K 0.01% 204

Other funds holding VUG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Wealth Enhancement Advisory Services's VUG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 9.9% in Q3 2026, buying an estimated $25.8M and bringing the position to 3,268,652 shares worth $298M. The position accounts for 0.44% of the portfolio, ranked #35.

Wealth Enhancement Advisory Services first reported a position in VUG in Q2 2020 and has held it in 26 quarters since. The position peaked at $298M in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 3,268,652 shares of Vanguard Morningstar Growth ETF worth $298M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 294,302 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $25.8M.
  • Vanguard Morningstar Growth ETF made up 0.44% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #35 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q2 2020 and has held it in 26 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard Morningstar Growth ETF position peaked at $298M in Q4 2025.
  • 2,515 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.