Granite FO LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Granite FO 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	$556K	Hold	6,168	–	–	0.3%	29
2026 Q2	$531K	Hold	6,168	–	–	0.28%	29
2026 Q1	$449K	Hold	6,168	–	–	0.27%	32
2025 Q4	$502K	Hold	6,168	–	–	0.27%	32
2025 Q3	$493K	Hold	6,168	–	–	0.27%	31
2025 Q2	$451K	Hold	6,168	–	–	0.26%	33
2025 Q1	$381K	Hold	6,168	–	–	0.22%	36
2024 Q4	$422K	Hold	6,168	–	–	0.24%	35
2024 Q3	$395K	Hold	6,168	–	–	0.22%	36
2024 Q2	$384K	Hold	6,168	–	–	0.25%	36
2024 Q1	$383K	Hold	6,168	–	–	0.23%	37
2023 Q4	$320K	Hold	6,168	–	–	0.21%	44
2023 Q3	$280K	Hold	6,168	–	–	0.2%	45
2023 Q2	$291K	Hold	6,168	–	–	0.2%	46
2023 Q1	$259K	Hold	6,168	–	–	0.16%	69
2022 Q4	$240K	Buy	+6,168	New	+$227K	0.18%	37

Other funds holding VUG

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

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

Granite FO LLC's VUG Position: Q3 2026 in Review

Granite FO LLC held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 6,168 shares worth $556K. The position accounts for 0.3% of the portfolio, ranked #29.

Granite FO LLC first reported a position in VUG in Q4 2022 and has held it in 16 quarters since. 1,438 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Granite FO LLC held 6,168 shares of Vanguard Morningstar Growth ETF worth $556K as of Q3 2026.
Granite FO LLC left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.3% of Granite FO LLC's portfolio in Q3 2026, its #29 holding.
Granite FO LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 16 quarters since.
1,438 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.