Cetera Investment Advisers
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Cetera Investment Advisers’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cetera Investment Advisers’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
-4,800
Closed -$11K – 4978
2025
Q4 		$11K Buy
+4,800
New +$390K ﹤0.01% 4614

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers's VUG Position: Q1 2026 in Review

Cetera Investment Advisers increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.2% in Q1 2026, buying an estimated $81.4M and bringing the position to 13,791,294 shares worth $1B. The position accounts for 1.07% of the portfolio, ranked #13.

Cetera Investment Advisers first reported a position in VUG in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.04B in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Cetera Investment Advisers held 13,791,294 shares of Vanguard Morningstar Growth ETF worth $1B as of Q1 2026.
  • Cetera Investment Advisers bought 1,046,940 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $81.4M.
  • Vanguard Morningstar Growth ETF made up 1.07% of Cetera Investment Advisers's portfolio in Q1 2026, its #13 holding.
  • Cetera Investment Advisers first reported a position in Vanguard Morningstar Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's Vanguard Morningstar Growth ETF position peaked at $1.04B in Q4 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.