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

Whalen 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 		$234K Buy
2,600
+112
+5% +$9.8K 0.1% 190
2026
Q2 		$214K Buy
+2,488
New +$209K 0.1% 189
2026
Q1 		– Sell
-2,850
Closed -$232K – 230
2025
Q4 		$232K Buy
2,850
+90
+3% +$7.3K 0.12% 180
2025
Q3 		$221K Sell
2,760
-144
-5% -$11K 0.13% 163
2025
Q2 		$212K Buy
+2,904
New +$191K 0.13% 191

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

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

Whalen Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.5% in Q3 2026, buying an estimated $9.8K and bringing the position to 2,600 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #190.

Whalen Wealth Management first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Whalen Wealth Management held 2,600 shares of Vanguard Morningstar Growth ETF worth $234K as of Q3 2026.
  • Whalen Wealth Management bought 112 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $9.8K.
  • Vanguard Morningstar Growth ETF made up 0.1% of Whalen Wealth Management's portfolio in Q3 2026, its #190 holding.
  • Whalen Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.