Eaton-Cambridge’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Eaton-Cambridge’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	$625K	Buy	6,936 +3,742	+117%	+$328K	0.17%	36
2026 Q2	$275K	Buy	3,194 +20	+0.6%	+$1.68K	0.08%	52
2026 Q1	$231K	Buy	3,174 +522	+20%	+$40.6K	0.07%	50
2025 Q4	$216K	Sell	2,652 -66	-2%	-$5.36K	0.07%	42
2025 Q3	$217K	Sell	2,718 -48	-2%	-$3.67K	0.08%	41
2025 Q2	$202K	Buy	+2,766	New	+$182K	0.08%	38
2025 Q1	–	Sell	-4,134	Closed	-$283K	–	40
2024 Q4	$283K	Hold	4,134	–	–	0.13%	27
2024 Q3	$265K	Hold	4,134	–	–	0.13%	26
2024 Q2	$258K	Hold	4,134	–	–	0.13%	26
2024 Q1	$237K	Hold	4,134	–	–	0.13%	28
2023 Q4	$214K	Buy	+4,134	New	+$200K	0.13%	31

Other funds holding VUG

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Eaton-Cambridge's VUG Position: Q3 2026 in Review

Eaton-Cambridge increased its Vanguard Morningstar Growth ETF (VUG) stake by 117% in Q3 2026, buying an estimated $328K and bringing the position to 6,936 shares worth $625K. The position accounts for 0.17% of the portfolio, ranked #36.

Eaton-Cambridge first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Eaton-Cambridge held 6,936 shares of Vanguard Morningstar Growth ETF worth $625K as of Q3 2026.
Eaton-Cambridge bought 3,742 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $328K.
Vanguard Morningstar Growth ETF made up 0.17% of Eaton-Cambridge's portfolio in Q3 2026, its #36 holding.
Eaton-Cambridge first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Eaton-Cambridge's 13F filing for Q3 2026, filed 10 Nov 2026.