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

Formulate 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 		$1.53M Buy
17,031
+1,257
+8% +$110K 1.6% 12
2026
Q2 		$1.36M Hold
15,774
– – 1.43% 13
2026
Q1 		$1.15M Buy
15,774
+3,360
+27% +$261K 1.42% 12
2025
Q4 		$1.01M Hold
12,414
– – 1.18% 15
2025
Q3 		$992K Buy
+12,414
New +$949K 1.23% 13

Other funds holding VUG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Formulate Financial's VUG Position: Q3 2026 in Review

Formulate Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 8% in Q3 2026, buying an estimated $110K and bringing the position to 17,031 shares worth $1.53M. The position accounts for 1.6% of the portfolio, ranked #12.

Formulate Financial first reported a position in VUG in Q3 2025 and has held it in 5 quarters since. 2,162 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Formulate Financial held 17,031 shares of Vanguard Morningstar Growth ETF worth $1.53M as of Q3 2026.
  • Formulate Financial bought 1,257 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $110K.
  • Vanguard Morningstar Growth ETF made up 1.6% of Formulate Financial's portfolio in Q3 2026, its #12 holding.
  • Formulate Financial first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.