Define Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Define Financial’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	$510K	Buy	5,661 +6	+0.1%	+$525	0.21%	23
2026 Q2	$487K	Buy	5,655 +9	+0.2%	+$757	0.22%	22
2026 Q1	$411K	Buy	5,646 +6	+0.1%	+$467	0.22%	22
2025 Q4	$459K	Buy	5,640 +12	+0.2%	+$974	0.26%	20
2025 Q3	$450K	Buy	5,628 +6	+0.1%	+$458	0.27%	22
2025 Q2	$411K	Hold	5,622	–	–	0.27%	21
2025 Q1	$338K	Buy	5,622 +6	+0.1%	+$405	0.26%	22
2024 Q4	$384K	Buy	+5,616	New	+$377K	0.29%	19

Other funds holding VUG

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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

Define Financial's VUG Position: Q3 2026 in Review

Define Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.11% in Q3 2026, buying an estimated $525 and bringing the position to 5,661 shares worth $510K. The position accounts for 0.21% of the portfolio, ranked #23.

Define Financial first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. 1,724 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Define Financial held 5,661 shares of Vanguard Morningstar Growth ETF worth $510K as of Q3 2026.
Define Financial bought 6 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $525.
Vanguard Morningstar Growth ETF made up 0.21% of Define Financial's portfolio in Q3 2026, its #23 holding.
Define Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
1,724 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.