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

Financial Council’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	$229K	Hold	2,538	–	–	0.07%	102
2026 Q2	$219K	Buy	+2,538	New	+$214K	0.07%	100
2026 Q1	–	Sell	-2,766	Closed	-$225K	–	107
2025 Q4	$225K	Sell	2,766 -372	-12%	-$30.2K	0.09%	92
2025 Q3	$251K	Sell	3,138 -54	-2%	-$4.13K	0.11%	76
2025 Q2	$233K	Sell	3,192 -96	-3%	-$6.32K	0.11%	82
2025 Q1	$203K	Sell	3,288 -288	-8%	-$19.4K	0.11%	85
2024 Q4	$245K	Hold	3,576	–	–	0.13%	75
2024 Q3	$229K	Buy	3,576 +96	+3%	+$5.95K	0.12%	79
2024 Q2	$217K	Buy	+3,480	New	+$203K	0.12%	77

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

Financial Council's VUG Position: Q3 2026 in Review

Financial Council held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 2,538 shares worth $229K. The position accounts for 0.07% of the portfolio, ranked #102.

Financial Council first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. The position peaked at $251K in Q3 2025. 2,033 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Financial Council held 2,538 shares of Vanguard Morningstar Growth ETF worth $229K as of Q3 2026.
Financial Council left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.07% of Financial Council's portfolio in Q3 2026, its #102 holding.
Financial Council first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
Financial Council's Vanguard Morningstar Growth ETF position peaked at $251K in Q3 2025.
2,033 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.