Herbst Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Herbst Group’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	$225K	Buy	+2,500	New	+$219K	0.13%	70

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

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

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Herbst Group's VUG Position: Q3 2026 in Review

Herbst Group opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 2,500 shares worth $225K. The stake represents 0.13% of the portfolio and ranks #70 among its holdings.

870 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Herbst Group held 2,500 shares of Vanguard Morningstar Growth ETF worth $225K as of Q3 2026.
Vanguard Morningstar Growth ETF was a new Herbst Group position in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.13% of Herbst Group's portfolio in Q3 2026, its #70 holding.
870 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Herbst Group's 13F filing for Q3 2026, filed 20 Oct 2026.