Cookson Peirce & Co’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cookson Peirce & Co’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	$615K	Buy	6,822 +366	+6%	+$32K	0.02%	245
2026 Q2	$556K	Buy	6,456 +2,586	+67%	+$218K	0.02%	245
2026 Q1	$282K	Hold	3,870	–	–	0.01%	282
2025 Q4	$315K	Hold	3,870	–	–	0.01%	268
2025 Q3	$309K	Hold	3,870	–	–	0.01%	263
2025 Q2	$283K	Hold	3,870	–	–	0.01%	247
2025 Q1	$239K	Buy	3,870 +648	+20%	+$43.7K	0.01%	250
2024 Q4	$220K	Hold	3,222	–	–	0.01%	255
2024 Q3	$206K	Hold	3,222	–	–	0.01%	238
2024 Q2	$201K	Buy	+3,222	New	+$188K	0.01%	223

Other funds holding VUG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cookson Peirce & Co's VUG Position: Q3 2026 in Review

Cookson Peirce & Co increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.7% in Q3 2026, buying an estimated $32K and bringing the position to 6,822 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #245.

Cookson Peirce & Co first reported a position in VUG in Q2 2024 and has held it in 10 quarters since. 2,033 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Cookson Peirce & Co held 6,822 shares of Vanguard Morningstar Growth ETF worth $615K as of Q3 2026.
Cookson Peirce & Co bought 366 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $32K.
Vanguard Morningstar Growth ETF made up 0.02% of Cookson Peirce & Co's portfolio in Q3 2026, its #245 holding.
Cookson Peirce & Co first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 10 quarters since.
2,033 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Cookson Peirce & Co's 13F filing for Q3 2026, filed 30 Oct 2026.