XY Planning Network
VUG icon

XY Planning Network’s Vanguard Morningstar Growth ETF VUG Stock Holding History

XY Planning Network’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 		$17.1M Buy
189,422
+10,771
+6% +$943K 1.84% 8
2026
Q2 		$15.4M Buy
178,651
+75,427
+73% +$6.35M 1.93% 7
2026
Q1 		$7.6M Buy
103,224
+17,148
+20% +$1.33M 1.21% 20
2025
Q4 		$7M Buy
86,076
+13,608
+19% +$1.1M 1.22% 19
2025
Q3 		$5.29M Hold
72,468
– – 1.8% 11
2025
Q2 		$5.29M Buy
72,468
+11,676
+19% +$769K 1.8% 11
2025
Q1 		$3.76M Sell
60,792
-3,516
-5% -$237K 2.51% 11
2024
Q4 		$4.4M Buy
+64,308
New +$4.32M 3.3% 7

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

XY Planning Network's VUG Position: Q3 2026 in Review

XY Planning Network increased its Vanguard Morningstar Growth ETF (VUG) stake by 6% in Q3 2026, buying an estimated $943K and bringing the position to 189,422 shares worth $17.1M. The position accounts for 1.84% of the portfolio, ranked #8.

XY Planning Network first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • XY Planning Network held 189,422 shares of Vanguard Morningstar Growth ETF worth $17.1M as of Q3 2026.
  • XY Planning Network bought 10,771 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $943K.
  • Vanguard Morningstar Growth ETF made up 1.84% of XY Planning Network's portfolio in Q3 2026, its #8 holding.
  • XY Planning Network first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.