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

Chapman 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
Q3 		$591K Hold
6,558
– – 0.39% 70
2026
Q2 		$565K Hold
6,558
– – 0.38% 73
2026
Q1 		$477K Hold
6,558
– – 0.34% 79
2025
Q4 		$533K Hold
6,558
– – 0.36% 74
2025
Q3 		$524K Buy
+6,558
New +$501K 0.36% 76

Other funds holding VUG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Chapman Financial Group's VUG Position: Q3 2026 in Review

Chapman Financial Group held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 6,558 shares worth $591K. The position accounts for 0.39% of the portfolio, ranked #70.

Chapman Financial Group first reported a position in VUG in Q3 2025 and has held it in 5 quarters since. 2,443 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Chapman Financial Group held 6,558 shares of Vanguard Morningstar Growth ETF worth $591K as of Q3 2026.
  • Chapman Financial Group left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.39% of Chapman Financial Group's portfolio in Q3 2026, its #70 holding.
  • Chapman Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 2,443 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.