VALEN PRIVATE CAPITAL, LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

VALEN PRIVATE CAPITAL, LLC’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	$6.51M	Buy	+72,272	New	+$6.33M	2.01%	17

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

VALEN PRIVATE CAPITAL, LLC's VUG Position: Q3 2026 in Review

VALEN PRIVATE CAPITAL, LLC opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 72,272 shares worth $6.51M. The stake represents 2.01% of the portfolio and ranks #17 among its holdings.

1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

VALEN PRIVATE CAPITAL, LLC held 72,272 shares of Vanguard Morningstar Growth ETF worth $6.51M as of Q3 2026.
Vanguard Morningstar Growth ETF was a new VALEN PRIVATE CAPITAL, LLC position in Q3 2026.
Vanguard Morningstar Growth ETF made up 2.01% of VALEN PRIVATE CAPITAL, LLC's portfolio in Q3 2026, its #17 holding.
1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on VALEN PRIVATE CAPITAL, LLC's 13F filing for Q3 2026, filed 23 Oct 2026.