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Eiger Wealth Management, LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Eiger Wealth Management, 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 		$278K Hold
3,084
– – 6.02% 8
2026
Q2 		$266K Hold
3,084
– – 8.33% 4
2026
Q1 		$225K Hold
3,084
– – 7.38% 5
2025
Q4 		$251K Buy
+3,084
New +$250K 6.65% 6

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Eiger Wealth Management, LLC's VUG Position: Q3 2026 in Review

Eiger Wealth Management, LLC held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 3,084 shares worth $278K. The position accounts for 6.02% of the portfolio, ranked #8.

Eiger Wealth Management, LLC first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. 1,682 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Eiger Wealth Management, LLC held 3,084 shares of Vanguard Morningstar Growth ETF worth $278K as of Q3 2026.
  • Eiger Wealth Management, LLC left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 6.02% of Eiger Wealth Management, LLC's portfolio in Q3 2026, its #8 holding.
  • Eiger Wealth Management, LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,682 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Eiger Wealth Management, LLC's 13F filing for Q3 2026, filed 3 Nov 2026.