Camelot Technology Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Camelot Technology Advisors’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	$487K	Hold	5,400	–	–	0.33%	47
2026 Q2	$465K	Hold	5,400	–	–	0.31%	48
2026 Q1	$393K	Hold	5,400	–	–	0.29%	49
2025 Q4	$439K	Hold	5,400	–	–	0.33%	45
2025 Q3	$432K	Hold	5,400	–	–	0.34%	44
2025 Q2	$395K	Hold	5,400	–	–	0.34%	43
2025 Q1	$334K	Hold	5,400	–	–	0.3%	42
2024 Q4	$369K	Hold	5,400	–	–	0.33%	41
2024 Q3	$346K	Hold	5,400	–	–	0.3%	45
2024 Q2	$337K	Hold	5,400	–	–	0.31%	48
2024 Q1	$310K	Sell	5,400 -306	-5%	-$16.8K	0.29%	49
2023 Q4	$296K	Buy	+5,706	New	+$275K	0.3%	49

Other funds holding VUG

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

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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Camelot Technology Advisors's VUG Position: Q3 2026 in Review

Camelot Technology Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 5,400 shares worth $487K. The position accounts for 0.33% of the portfolio, ranked #47.

Camelot Technology Advisors first reported a position in VUG in Q4 2023 and has held it in 12 quarters since. 1,140 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Camelot Technology Advisors held 5,400 shares of Vanguard Morningstar Growth ETF worth $487K as of Q3 2026.
Camelot Technology Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.33% of Camelot Technology Advisors's portfolio in Q3 2026, its #47 holding.
Camelot Technology Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
1,140 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.