West Wealth Group
VUG icon

West Wealth Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

West Wealth 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 		$419K Buy
4,652
+1,968
+73% +$172K 0.07% 97
2026
Q2 		$231K Buy
+2,684
New +$226K 0.04% 130
2025
Q4 		– Sell
-2,856
Closed -$228K – 128
2025
Q3 		$228K Buy
+2,856
New +$218K 0.05% 115

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

West Wealth Group's VUG Position: Q3 2026 in Review

West Wealth Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 73% in Q3 2026, buying an estimated $172K and bringing the position to 4,652 shares worth $419K. The position accounts for 0.07% of the portfolio, ranked #97.

West Wealth Group first reported a position in VUG in Q3 2025 and has held it in 3 quarters since. 1,140 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • West Wealth Group held 4,652 shares of Vanguard Morningstar Growth ETF worth $419K as of Q3 2026.
  • West Wealth Group bought 1,968 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $172K.
  • Vanguard Morningstar Growth ETF made up 0.07% of West Wealth Group's portfolio in Q3 2026, its #97 holding.
  • West Wealth Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,140 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.