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Wedmont Private Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wedmont Private Capital’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 		$8.99M Buy
98,404
+10,666
+12% +$934K 0.21% 64
2026
Q2 		$7.67M Sell
87,738
-462
-0.5% -$38.9K 0.21% 65
2026
Q1 		$6.72M Buy
88,200
+11,004
+14% +$856K 0.22% 65
2025
Q4 		$6.32M Buy
77,196
+4,026
+6% +$327K 0.22% 64
2025
Q3 		$5.88M Buy
73,170
+258
+0.4% +$19.7K 0.22% 59
2025
Q2 		$5.38M Buy
72,912
+7,380
+11% +$486K 0.23% 61
2025
Q1 		$3.93M Sell
65,532
-1,686
-3% -$114K 0.2% 67
2024
Q4 		$4.56M Buy
67,218
+1,464
+2% +$98.4K 0.24% 59
2024
Q3 		$4.15M Sell
65,754
-1,092
-2% -$67.7K 0.24% 59
2024
Q2 		$4.3M Buy
66,846
+30
+0% +$1.75K 0.27% 53
2024
Q1 		$3.82M Buy
66,816
+12,468
+23% +$686K 0.28% 55
2023
Q4 		$2.79M Sell
54,348
-5,910
-10% -$285K 0.23% 66
2023
Q3 		$2.8M Buy
60,258
+24,468
+68% +$1.16M 0.28% 55
2023
Q2 		$1.73M Buy
35,790
+19,140
+115% +$830K 0.19% 80
2023
Q1 		$686K Buy
16,650
+468
+3% +$18.2K 0.09% 167
2022
Q4 		$578K Buy
16,182
+7,152
+79% +$263K 0.09% 179
2022
Q3 		$322K Hold
9,030
– – 0.06% 235
2022
Q2 		$335K Sell
9,030
-10,968
-55% -$451K 0.07% 212
2022
Q1 		$979K Buy
19,998
+7,398
+59% +$350K 0.22% 76
2021
Q4 		$631K Buy
+12,600
New +$656K 0.19% 91

Other funds holding VUG

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Wedmont Private Capital's VUG Position: Q3 2026 in Review

Wedmont Private Capital increased its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q3 2026, buying an estimated $934K and bringing the position to 98,404 shares worth $8.99M. The position accounts for 0.21% of the portfolio, ranked #64.

Wedmont Private Capital first reported a position in VUG in Q4 2021 and has held it in 20 quarters since. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Wedmont Private Capital held 98,404 shares of Vanguard Morningstar Growth ETF worth $8.99M as of Q3 2026.
  • Wedmont Private Capital bought 10,666 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $934K.
  • Vanguard Morningstar Growth ETF made up 0.21% of Wedmont Private Capital's portfolio in Q3 2026, its #64 holding.
  • Wedmont Private Capital first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.