Weaver Consulting Group
VUG icon

Weaver Consulting Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Weaver Consulting Group’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 		$591K Buy
6,558
+115
+2% +$10.1K 0.11% 163
2026
Q2 		$555K Buy
6,443
+5
+0.1% +$421 0.11% 160
2026
Q1 		$469K Buy
6,438
+510
+9% +$39.7K 0.11% 154
2025
Q4 		$482K Hold
5,928
– – 0.12% 146
2025
Q3 		$474K Buy
5,928
+444
+8% +$33.9K 0.12% 144
2025
Q2 		$401K Hold
5,484
– – 0.11% 146
2025
Q1 		$339K Buy
5,484
+30
+0.6% +$2.02K 0.1% 152
2024
Q4 		$373K Buy
5,454
+768
+16% +$51.6K 0.11% 139
2024
Q3 		$300K Buy
4,686
+882
+23% +$54.7K 0.1% 161
2024
Q2 		$237K Hold
3,804
– – 0.08% 175
2024
Q1 		$218K Buy
+3,804
New +$209K 0.08% 189
2022
Q3 		– Sell
-5,730
Closed -$213K – 175
2022
Q2 		$213K Sell
5,730
-1,578
-22% -$64.8K 0.12% 154
2022
Q1 		$350K Buy
7,308
+300
+4% +$14.2K 0.17% 119
2021
Q4 		$375K Buy
7,008
+1,266
+22% +$66K 0.18% 105
2021
Q3 		$278K Buy
5,742
+450
+9% +$22.4K 0.15% 118
2021
Q2 		$253K Hold
5,292
– – 0.14% 122
2021
Q1 		$227K Hold
5,292
– – 0.14% 126
2020
Q4 		$223K Buy
5,292
+2,088
+65% +$83.3K 0.14% 120
2020
Q3 		$122K Buy
3,204
+318
+11% +$11.7K 0.07% 165
2020
Q2 		$97K Hold
2,886
– – 0.06% 192
2020
Q1 		$75K Hold
2,886
– – 0.05% 185
2019
Q4 		$80K Hold
2,886
– – 0.04% 184
2019
Q3 		$81K Hold
2,886
– – 0.04% 178
2019
Q2 		$79K Hold
2,886
– – 0.04% 175
2019
Q1 		$77K Buy
+2,886
New +$71.2K 0.02% 383

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

Weaver Consulting Group's VUG Position: Q3 2026 in Review

Weaver Consulting Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.8% in Q3 2026, buying an estimated $10.1K and bringing the position to 6,558 shares worth $591K. The position accounts for 0.11% of the portfolio, ranked #163.

Weaver Consulting Group first reported a position in VUG in Q1 2019 and has held it in 25 quarters since. 1,089 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Weaver Consulting Group held 6,558 shares of Vanguard Morningstar Growth ETF worth $591K as of Q3 2026.
  • Weaver Consulting Group bought 115 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $10.1K.
  • Vanguard Morningstar Growth ETF made up 0.11% of Weaver Consulting Group's portfolio in Q3 2026, its #163 holding.
  • Weaver Consulting Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 25 quarters since.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.