Western Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Western Wealth Management’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	$18.1M	Buy	207,759 +33,684	+19%	+$2.95M	0.59%	33
2026 Q2	$15M	Sell	174,075 -2,727	-2%	-$229K	0.49%	37
2026 Q1	$6.56M	Buy	176,802 +83,550	+90%	+$6.5M	0.25%	76
2025 Q4	$7.58M	Buy	93,252 +7,404	+9%	+$601K	0.35%	52
2025 Q3	$6.86M	Buy	85,848 +1,662	+2%	+$127K	0.36%	49
2025 Q2	$6.15M	Sell	84,186 -12	-0%	-$790	0.37%	51
2025 Q1	$5.2M	Sell	84,198 -11,628	-12%	-$784K	0.34%	61
2024 Q4	$6.56M	Buy	95,826 +3,210	+3%	+$216K	0.35%	52
2024 Q3	$5.93M	Buy	92,616 +20,346	+28%	+$1.26M	0.34%	57
2024 Q2	$4.5M	Sell	72,270 -204	-0.3%	-$11.9K	0.33%	59
2024 Q1	$4.16M	Sell	72,474 -13,998	-16%	-$770K	0.32%	63
2023 Q4	$4.48M	Buy	86,472 +7,128	+9%	+$344K	0.32%	65
2023 Q3	$3.6M	Buy	79,344 +2,430	+3%	+$115K	0.3%	73
2023 Q2	$3.63M	Sell	76,914 -5,544	-7%	-$240K	0.31%	68
2023 Q1	$3.43M	Buy	82,458 +1,620	+2%	+$63K	0.32%	69
2022 Q4	$2.87M	Sell	80,838 -73,416	-48%	-$2.7M	0.29%	80
2022 Q3	$5.52M	Sell	154,254 -6,114	-4%	-$246K	0.32%	65
2022 Q2	$5.97M	Buy	160,368 +1,038	+0.7%	+$42.6K	0.34%	62
2022 Q1	$7.64M	Buy	159,330 +80,070	+101%	+$3.79M	0.37%	55
2021 Q4	$4.24M	Buy	+79,260	New	+$4.13M	0.42%	44
2021 Q2	$3.24M	Buy	67,884 +10,524	+18%	+$478K	0.33%	65
2021 Q1	$2.46M	Sell	57,360 -6,336	-10%	-$271K	0.33%	68
2020 Q4	$2.69M	Buy	63,696 +5,274	+9%	+$211K	0.39%	54
2020 Q3	$2.22M	Buy	58,422 +11,520	+25%	+$425K	0.36%	58
2020 Q2	$1.58M	Sell	46,902 -7,308	-13%	-$225K	0.29%	84
2020 Q1	$1.42M	Buy	54,210 +21,948	+68%	+$657K	0.33%	77
2019 Q4	$980K	Buy	32,262 +15,084	+88%	+$436K	0.15%	141
2019 Q3	$476K	Sell	17,178 -1,974	-10%	-$54.8K	0.1%	223
2019 Q2	$522K	Buy	19,152 +4,944	+35%	+$132K	0.07%	215
2019 Q1	$372K	Sell	14,208 -29,916	-68%	-$738K	0.08%	245
2018 Q4	$984K	Buy	+44,124	New	+$1.07M	0.26%	90

Other funds holding VUG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Western Wealth Management's VUG Position: Q3 2026 in Review

Western Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 19% in Q3 2026, buying an estimated $2.95M and bringing the position to 207,759 shares worth $18.1M. The position accounts for 0.59% of the portfolio, ranked #33.

Western Wealth Management first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. 2,084 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Western Wealth Management held 207,759 shares of Vanguard Morningstar Growth ETF worth $18.1M as of Q3 2026.
Western Wealth Management bought 33,684 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $2.95M.
Vanguard Morningstar Growth ETF made up 0.59% of Western Wealth Management's portfolio in Q3 2026, its #33 holding.
Western Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
2,084 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.