Altiora Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Altiora Financial Group’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	$5.71M	Sell	78,474 -570	-0.7%	-$44.3K	0.94%	25
2025 Q4	$6.43M	Buy	79,044 +14,994	+23%	+$1.22M	1.11%	22
2025 Q3	$5.12M	Buy	64,050 +870	+1%	+$66.5K	0.94%	22
2025 Q2	$4.62M	Hold	63,180	–	–	0.9%	25
2025 Q1	$3.9M	Hold	63,180	–	–	0.83%	25
2024 Q4	$4.32M	Hold	63,180	–	–	0.94%	23
2024 Q3	$4.04M	Hold	63,180	–	–	0.89%	23
2024 Q2	$3.94M	Hold	63,180	–	–	0.95%	22
2024 Q1	$3.62M	Hold	63,180	–	–	0.98%	21
2023 Q4	$3.27M	Buy	63,180 +17,100	+37%	+$825K	0.95%	21
2023 Q3	$2.09M	Hold	46,080	–	–	0.97%	16
2023 Q2	$2.17M	Hold	46,080	–	–	0.96%	18
2023 Q1	$1.92M	Hold	46,080	–	–	0.88%	17
2022 Q4	$1.64M	Buy	+46,080	New	+$1.7M	0.82%	21

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Altiora Financial Group's VUG Position: Q1 2026 in Review

Altiora Financial Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.72% in Q1 2026, selling an estimated $44.3K and leaving 78,474 shares worth $5.71M. The position accounts for 0.94% of the portfolio, ranked #25.

Altiora Financial Group first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.43M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Altiora Financial Group held 78,474 shares of Vanguard Morningstar Growth ETF worth $5.71M as of Q1 2026.
Altiora Financial Group sold 570 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $44.3K.
Vanguard Morningstar Growth ETF made up 0.94% of Altiora Financial Group's portfolio in Q1 2026, its #25 holding.
Altiora Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 14 quarters since.
Altiora Financial Group's Vanguard Morningstar Growth ETF position peaked at $6.43M in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.