Alerus Financial
VUG icon

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

Alerus 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
Q3 		$2.32M Buy
25,769
+24,995
+3,229% +$2.19M 0.1% 126
2026
Q2 		$66.7K Hold
774
– – ﹤0.01% 290
2026
Q1 		$56.3K Hold
774
– – ﹤0.01% 294
2025
Q4 		$62.9K Sell
774
-66
-8% -$5.36K ﹤0.01% 227
2025
Q3 		$67.1K Buy
840
+102
+14% +$7.79K ﹤0.01% 243
2025
Q2 		$53.9K Buy
+738
New +$48.6K ﹤0.01% 241

Other funds holding VUG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Alerus Financial's VUG Position: Q3 2026 in Review

Alerus Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 3,229% in Q3 2026, buying an estimated $2.19M and bringing the position to 25,769 shares worth $2.32M. The position accounts for 0.1% of the portfolio, ranked #126.

Alerus Financial first reported a position in VUG in Q2 2025 and has held it in 6 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Alerus Financial held 25,769 shares of Vanguard Morningstar Growth ETF worth $2.32M as of Q3 2026.
  • Alerus Financial bought 24,995 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $2.19M.
  • Vanguard Morningstar Growth ETF made up 0.1% of Alerus Financial's portfolio in Q3 2026, its #126 holding.
  • Alerus Financial first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Alerus Financial's 13F filing for Q3 2026, filed 9 Nov 2026.