Weitzel Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Weitzel Financial 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	$531K	Buy	5,828 +20	+0.3%	+$1.75K	0.18%	30
2026 Q2	$495K	Sell	5,808 -48	-0.8%	-$4.04K	0.17%	32
2026 Q1	$429K	Buy	5,856 +48	+0.8%	+$3.73K	0.16%	34
2025 Q4	$471K	Hold	5,808	–	–	0.18%	33
2025 Q3	$460K	Hold	5,808	–	–	0.19%	32
2025 Q2	$446K	Sell	5,808 -384	-6%	-$25.3K	0.19%	31
2025 Q1	$367K	Buy	6,192 +162	+3%	+$10.9K	0.18%	30
2024 Q4	$416K	Hold	6,030	–	–	0.2%	31
2024 Q3	$382K	Buy	6,030 +564	+10%	+$35K	0.18%	30
2024 Q2	$343K	Buy	+5,466	New	+$319K	0.17%	30
2024 Q1	–	Sell	-5,466	Closed	-$278K	–	43
2023 Q4	$278K	Hold	5,466	–	–	0.15%	34
2023 Q3	$248K	Hold	5,466	–	–	0.14%	35
2023 Q2	$258K	Hold	5,466	–	–	0.15%	34
2023 Q1	$227K	Buy	+5,466	New	+$213K	0.14%	34
2022 Q3	–	Sell	-5,466	Closed	-$203K	–	38
2022 Q2	$203K	Hold	5,466	–	–	0.14%	33
2022 Q1	$262K	Hold	5,466	–	–	0.17%	27
2021 Q4	$292K	Sell	5,466 -882	-14%	-$45.9K	0.18%	23
2021 Q3	$310K	Hold	6,348	–	–	0.2%	23
2021 Q2	$317K	Hold	6,348	–	–	0.21%	21
2021 Q1	$272K	Hold	6,348	–	–	0.19%	22
2020 Q4	$284K	Buy	+6,348	New	+$253K	0.21%	23

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Weitzel Financial Services's VUG Position: Q3 2026 in Review

Weitzel Financial Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.34% in Q3 2026, buying an estimated $1.75K and bringing the position to 5,828 shares worth $531K. The position accounts for 0.18% of the portfolio, ranked #30.

Weitzel Financial Services first reported a position in VUG in Q4 2020 and has held it in 21 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Weitzel Financial Services held 5,828 shares of Vanguard Morningstar Growth ETF worth $531K as of Q3 2026.
Weitzel Financial Services bought 20 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.75K.
Vanguard Morningstar Growth ETF made up 0.18% of Weitzel Financial Services's portfolio in Q3 2026, its #30 holding.
Weitzel Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 21 quarters since.
1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.