Rothwell Investment Advisors, LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Rothwell Investment Advisors, LLC’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	$22.2K	Buy	+246	New	+$21.5K	0.01%	598

Other funds holding VUG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Rothwell Investment Advisors, LLC's VUG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 246 shares worth $22.2K. The stake represents 0.01% of the portfolio and ranks #598 among its holdings.

1,918 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Rothwell Investment Advisors, LLC held 246 shares of Vanguard Morningstar Growth ETF worth $22.2K as of Q3 2026.
Vanguard Morningstar Growth ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #598 holding.
1,918 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.