Mission Wealth Management 13F: Cuts VUG Stake by $160M
The wealth manager cut its stake in the growth ETF by over 1.7 million shares during the quarter.
Reviewed by automated data checks against the source filing. How we make and check alerts
Mission Wealth Management sold 1,770,630 shares from its stake in Vanguard Morningstar Growth ETF ($VUG), a 23.49% decrease, according to a 13F filing with the SEC dated October 15, 2026. It reported 5,765,647 shares worth $519.54 million at the end of the quarter.
Since the filing, $VUG is down 2.1% to date (from the $89.78 close on Oct 15, 2026).
Find the original: Mission Wealth Management 13F filings on SEC EDGAR
VUG
Vanguard Morningstar Growth ETF
Key Points
- Mission Wealth Management trimmed its stake in Vanguard Morningstar Growth ETF (NYSEArca: VUG) by 23.5%, selling 1,770,630 shares.
- The fund's remaining position in the growth ETF stood at 5,765,647 shares valued at roughly $519.5 million as of the filing date.
- Because 13F filings are backward-looking reports, these numbers reflect portfolio choices made during the period and might not match current holdings.
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Mission Wealth Management reduced its investment in the Vanguard Morningstar Growth ETF (NYSEArca: VUG), according to a regulatory filing submitted on October 15, 2026.
What Changed in Mission Wealth Management's Vanguard Morningstar Growth ETF Position
The firm cut its holdings by 23.5% during the period, getting rid of 1,770,630 shares. That left Mission Wealth Management with 5,765,647 shares of the fund. The remaining stake had a reported value of about $519.5 million at the time of the filing. Keep in mind that 13F filings look backward at past quarters, so this snapshot shows portfolio choices from earlier and may not represent the firm's exact holdings today.
Vanguard Morningstar Growth ETF Stock Down 2.2%
Vanguard Morningstar Growth ETF shares recently traded around $87.80 as of October 16, 2026. The stock sits about 5.6% below its 52-week high of $93.00 and roughly 26.1% above its 52-week low of $69.63. It is trading slightly below its 50-day moving average of $89.23 while holding above its 200-day moving average of $83.66. The fund carries a price-to-earnings ratio of roughly 30.1.
Dividend
The ETF offers a modest dividend yield of about 0.38%.
About Vanguard Morningstar Growth ETF
Vanguard Morningstar Growth ETF is an exchange-traded fund that tracks a broadly diversified index of large U.S. growth companies. The fund puts the vast majority of its assets into large-cap growth stocks. Large institutional portfolio adjustments in this ETF offer a window into how major wealth managers are shifting their large-cap equity exposure.
Bottom Line
Investors tracking Mission Wealth Management will need to watch for future SEC filings to see if the firm continues trimming or changes direction. Remember that 13F disclosures only show past activity and do not capture any trades made since the reporting period ended. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Mission Wealth Management's 13F filing on $VUG (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Mission Wealth Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts