Cedar Mountain Advisors
VUG icon

Cedar Mountain Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cedar Mountain 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 		$1.95M Buy
21,661
+196
+0.9% +$17.2K 0.33% 37
2026
Q2 		$1.85M Buy
21,465
+3,531
+20% +$297K 0.32% 31
2026
Q1 		$1.31M Sell
17,934
-3,024
-14% -$235K 0.26% 31
2025
Q4 		$1.7M Sell
20,958
-72
-0.3% -$5.84K 0.33% 31
2025
Q3 		$1.68M Buy
21,030
+192
+0.9% +$14.7K 0.33% 31
2025
Q2 		$1.52M Sell
20,838
-420
-2% -$27.7K 0.32% 29
2025
Q1 		$1.31M Sell
21,258
-2,268
-10% -$153K 0.29% 29
2024
Q4 		$1.61M Buy
23,526
+24
+0.1% +$1.61K 0.35% 29
2024
Q3 		$1.5M Buy
23,502
+9,756
+71% +$605K 0.34% 27
2024
Q2 		$857K Buy
13,746
+618
+5% +$36K 0.21% 25
2024
Q1 		$753K Buy
13,128
+1,188
+10% +$65.3K 0.19% 27
2023
Q4 		$619K Buy
11,940
+1,056
+10% +$51K 0.17% 29
2023
Q3 		$494K Buy
10,884
+1,296
+14% +$61.2K 0.15% 31
2023
Q2 		$452K Buy
9,588
+942
+11% +$40.9K 0.13% 32
2023
Q1 		$360K Buy
8,646
+390
+5% +$15.2K 0.11% 33
2022
Q4 		$293K Buy
8,256
+18
+0.2% +$662 0.09% 33
2022
Q3 		$294K Buy
8,238
+12
+0.1% +$482 0.1% 31
2022
Q2 		$306K Buy
8,226
+78
+1% +$3.2K 0.1% 31
2022
Q1 		$391K Sell
8,148
-294
-3% -$13.9K 0.12% 30
2021
Q4 		$452K Buy
8,442
+372
+5% +$19.4K 0.14% 28
2021
Q3 		$390K Buy
8,070
+456
+6% +$22.7K 0.13% 28
2021
Q2 		$364K Sell
7,614
-2,340
-24% -$106K 0.12% 28
2021
Q1 		$426K Buy
9,954
+870
+10% +$37.2K 0.14% 27
2020
Q4 		$384K Buy
9,084
+222
+3% +$8.86K 0.14% 28
2020
Q3 		$336K Buy
8,862
+390
+5% +$14.4K 0.14% 29
2020
Q2 		$285K Buy
8,472
+1,002
+13% +$30.8K 0.12% 28
2020
Q1 		$195K Buy
7,470
+534
+8% +$16K 0.1% 32
2019
Q4 		$211K Buy
+6,936
New +$200K 0.09% 31

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors's VUG Position: Q3 2026 in Review

Cedar Mountain Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.91% in Q3 2026, buying an estimated $17.2K and bringing the position to 21,661 shares worth $1.95M. The position accounts for 0.33% of the portfolio, ranked #37.

Cedar Mountain Advisors first reported a position in VUG in Q4 2019 and has held it in 28 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Cedar Mountain Advisors held 21,661 shares of Vanguard Morningstar Growth ETF worth $1.95M as of Q3 2026.
  • Cedar Mountain Advisors bought 196 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $17.2K.
  • Vanguard Morningstar Growth ETF made up 0.33% of Cedar Mountain Advisors's portfolio in Q3 2026, its #37 holding.
  • Cedar Mountain Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.