World Equity Group
VUG icon

World Equity Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

World Equity 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 		$831K Sell
9,220
-12,602
-58% -$1.1M 0.34% 61
2026
Q2 		$1.88M Sell
21,822
-4,536
-17% -$382K 0.42% 49
2026
Q1 		$1.92M Sell
26,358
-3,576
-12% -$278K 0.5% 37
2025
Q4 		$2.43M Buy
29,934
+1,494
+5% +$121K 0.68% 29
2025
Q3 		$2.27M Sell
28,440
-1,140
-4% -$87.1K 0.52% 37
2025
Q2 		$2.16M Buy
29,580
+84
+0.3% +$5.53K 0.59% 34
2025
Q1 		$1.82M Sell
29,496
-27,120
-48% -$1.83M 0.52% 42
2024
Q4 		$3.87M Buy
56,616
+45,450
+407% +$3.05M 0.83% 29
2024
Q3 		$715K Buy
11,166
+864
+8% +$53.6K 0.26% 90
2024
Q2 		$642K Sell
10,302
-11,634
-53% -$678K 0.19% 137
2024
Q1 		$1.26M Buy
21,936
+1,764
+9% +$97K 0.26% 98
2023
Q4 		$1.05M Sell
20,172
-600
-3% -$29K 0.21% 109
2023
Q3 		$943K Buy
20,772
+9,462
+84% +$447K 0.2% 119
2023
Q2 		$533K Sell
11,310
-217,158
-95% -$9.42M 0.16% 170
2023
Q1 		$9.5M Buy
228,468
+88,524
+63% +$3.44M 1.42% 10
2022
Q4 		$4.97M Sell
139,944
-780
-0.6% -$28.7K 1.18% 16
2022
Q3 		$5.02M Buy
140,724
+3,240
+2% +$130K 1.27% 13
2022
Q2 		$5.11M Buy
137,484
+6,168
+5% +$253K 1.28% 10
2022
Q1 		$6.29M Buy
+131,316
New +$6.21M 1.36% 8

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Rezny Wealth Management
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

World Equity Group's VUG Position: Q3 2026 in Review

World Equity Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 58% in Q3 2026, selling an estimated $1.1M and leaving 9,220 shares worth $831K. The position accounts for 0.34% of the portfolio, ranked #61.

World Equity Group first reported a position in VUG in Q1 2022 and has held it in 19 quarters since. The position peaked at $9.5M in Q1 2023. 808 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • World Equity Group held 9,220 shares of Vanguard Morningstar Growth ETF worth $831K as of Q3 2026.
  • World Equity Group sold 12,602 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.1M.
  • Vanguard Morningstar Growth ETF made up 0.34% of World Equity Group's portfolio in Q3 2026, its #61 holding.
  • World Equity Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's Vanguard Morningstar Growth ETF position peaked at $9.5M in Q1 2023.
  • 808 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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