Cambridge Financial Group (Arizona)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cambridge Financial Group (Arizona)’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	–	Sell	-4,122	Closed	-$282K	–	181
2025 Q4	$282K	Buy	+4,122	New	+$335K	0.1%	141
2025 Q1	–	Sell	-4,122	Closed	-$282K	–	138
2024 Q4	$282K	Buy	4,122 +210	+5%	+$14.1K	0.12%	110
2024 Q3	$250K	Buy	3,912 +6	+0.2%	+$372	0.1%	117
2024 Q2	$243K	Buy	+3,906	New	+$228K	0.11%	116

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s VUG Position: Q1 2026 in Review

Cambridge Financial Group (Arizona) sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 4,122 shares — an estimated $282K sold.

Cambridge Financial Group (Arizona) first reported a position in VUG in Q2 2024 and held it in 4 quarters. The position peaked at $282K in Q4 2025. 2,744 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Cambridge Financial Group (Arizona) reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
Cambridge Financial Group (Arizona) sold 4,122 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $282K.
Cambridge Financial Group (Arizona) first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and held it in 4 quarters.
Cambridge Financial Group (Arizona)'s Vanguard Morningstar Growth ETF position peaked at $282K in Q4 2025.
2,744 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q1 2026, filed 8 Apr 2026.