3F
VUG icon

360 Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

360 Financial’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
Q1 		$1.41M Sell
19,362
-1,242
-6% -$96.6K 0.42% 27
2025
Q4 		$1.68M Buy
20,604
+186
+0.9% +$15.1K 0.51% 25
2025
Q3 		$1.63M Buy
20,418
+12
+0.1% +$917 0.52% 25
2025
Q2 		$1.49M Sell
20,406
-798
-4% -$52.5K 0.47% 27
2025
Q1 		$1.31M Sell
21,204
-3,654
-15% -$246K 0.47% 28
2024
Q4 		$1.7M Sell
24,858
-4,284
-15% -$288K 0.61% 24
2024
Q3 		$1.86M Sell
29,142
-1,014
-3% -$62.9K 0.69% 23
2024
Q2 		$1.88M Buy
30,156
+6
+0% +$350 0.71% 23
2024
Q1 		$1.73M Buy
30,150
+2,094
+7% +$115K 0.67% 22
2023
Q4 		$1.45M Buy
28,056
+11,988
+75% +$579K 0.64% 25
2023
Q3 		$735K Sell
16,068
-13,116
-45% -$619K 0.46% 26
2023
Q2 		$1.38M Buy
29,184
+2,274
+8% +$98.6K 0.71% 22
2023
Q1 		$1.12M Buy
26,910
+750
+3% +$29.2K 0.59% 27
2022
Q4 		$933K Hold
26,160
– – 0.61% 24
2022
Q3 		$933K Buy
26,160
+10,266
+65% +$413K 0.61% 24
2022
Q2 		$635K Sell
15,894
-10,224
-39% -$420K 0.38% 33
2022
Q1 		$1.28M Buy
26,118
+18
+0.1% +$851 0.62% 26
2021
Q4 		$1.4M Buy
26,100
+936
+4% +$48.8K 0.64% 23
2021
Q3 		$1.22M Buy
25,164
+1,212
+5% +$60.3K 0.63% 24
2021
Q2 		$1.15M Buy
23,952
+186
+0.8% +$8.45K 0.6% 25
2021
Q1 		$1.02M Sell
23,766
-294
-1% -$12.6K 0.57% 24
2020
Q4 		$1.02M Buy
24,060
+360
+2% +$14.4K 0.6% 23
2020
Q3 		$899K Buy
23,700
+1,224
+5% +$45.2K 0.63% 22
2020
Q2 		$780K Sell
22,476
-3,258
-13% -$100K 0.65% 24
2020
Q1 		$672K Sell
25,734
-462
-2% -$13.8K 0.7% 22
2019
Q4 		$861K Buy
+26,196
New +$756K 0.63% 22

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

360 Financial's VUG Position: Q1 2026 in Review

360 Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6% in Q1 2026, selling an estimated $96.6K and leaving 19,362 shares worth $1.41M. The position accounts for 0.42% of the portfolio, ranked #27.

360 Financial first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.88M in Q2 2024. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • 360 Financial held 19,362 shares of Vanguard Morningstar Growth ETF worth $1.41M as of Q1 2026.
  • 360 Financial sold 1,242 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $96.6K.
  • Vanguard Morningstar Growth ETF made up 0.42% of 360 Financial's portfolio in Q1 2026, its #27 holding.
  • 360 Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 360 Financial's Vanguard Morningstar Growth ETF position peaked at $1.88M in Q2 2024.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.