Wealth Quarterback
VUG icon

Wealth Quarterback’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wealth Quarterback’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 		$567K Buy
6,294
+1,749
+38% +$153K 0.17% 88
2026
Q2 		$392K Buy
4,545
+327
+8% +$27.5K 0.12% 109
2026
Q1 		$307K Sell
4,218
-36
-0.8% -$2.8K 0.12% 124
2025
Q4 		$346K Buy
4,254
+6
+0.1% +$487 0.12% 114
2025
Q3 		$339K Sell
4,248
-420
-9% -$32.1K 0.13% 116
2025
Q2 		$341K Hold
4,668
– – 0.16% 103
2025
Q1 		$288K Sell
4,668
-354
-7% -$23.9K 0.16% 101
2024
Q4 		$343K Buy
5,022
+6
+0.1% +$403 0.16% 86
2024
Q3 		$321K Sell
5,016
-720
-13% -$44.6K 0.17% 91
2024
Q2 		$357K Buy
5,736
+306
+6% +$17.8K 0.2% 80
2024
Q1 		$311K Sell
5,430
-150
-3% -$8.25K 0.17% 89
2023
Q4 		$289K Buy
5,580
+702
+14% +$33.9K 0.18% 93
2023
Q3 		$221K Sell
4,878
-516
-10% -$24.4K 0.19% 95
2023
Q2 		$254K Buy
5,394
+276
+5% +$12K 0.18% 93
2023
Q1 		$213K Buy
+5,118
New +$199K 0.18% 103
2021
Q3 		$283K Sell
5,838
-960
-14% -$47.8K 0.19% 91
2021
Q2 		$325K Buy
+6,798
New +$309K 0.2% 84
2020
Q4 		$401K Buy
9,504
+2,364
+33% +$94.4K 0.33% 70
2020
Q3 		$240K Hold
7,140
– – 0.22% 97
2020
Q2 		$240K Buy
7,140
+1,134
+19% +$34.9K 0.22% 97
2020
Q1 		$157K Sell
6,006
-2,904
-33% -$87K 0.14% 121
2019
Q4 		$271K Buy
+8,910
New +$257K 0.24% 92

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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
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
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Quarterback's VUG Position: Q3 2026 in Review

Wealth Quarterback increased its Vanguard Morningstar Growth ETF (VUG) stake by 38% in Q3 2026, buying an estimated $153K and bringing the position to 6,294 shares worth $567K. The position accounts for 0.17% of the portfolio, ranked #88.

Wealth Quarterback first reported a position in VUG in Q4 2019 and has held it in 22 quarters since. 1,098 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Wealth Quarterback held 6,294 shares of Vanguard Morningstar Growth ETF worth $567K as of Q3 2026.
  • Wealth Quarterback bought 1,749 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $153K.
  • Vanguard Morningstar Growth ETF made up 0.17% of Wealth Quarterback's portfolio in Q3 2026, its #88 holding.
  • Wealth Quarterback first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 22 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.