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Latitude Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Latitude Advisors’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 		$2.59M Buy
28,734
+8,684
+43% +$760K 0.8% 23
2026
Q2 		$1.73M Buy
20,050
+2,848
+17% +$240K 0.69% 32
2026
Q1 		$1.25M Buy
17,202
+2,256
+15% +$176K 0.57% 44
2025
Q4 		$1.22M Buy
14,946
+942
+7% +$76.4K 0.53% 43
2025
Q3 		$1.12M Buy
14,004
+3,174
+29% +$243K 0.51% 46
2025
Q2 		$791K Buy
10,830
+1,158
+12% +$76.2K 0.4% 60
2025
Q1 		$598K Buy
9,672
+2,274
+31% +$153K 0.35% 72
2024
Q4 		$506K Buy
7,398
+84
+1% +$5.64K 0.29% 86
2024
Q3 		$468K Buy
7,314
+732
+11% +$45.4K 0.26% 95
2024
Q2 		$410K Sell
6,582
-6
-0.1% -$350 0.25% 90
2024
Q1 		$378K Sell
6,588
-522
-7% -$28.7K 0.24% 100
2023
Q4 		$369K Sell
7,110
-1,224
-15% -$59.1K 0.26% 105
2023
Q3 		$378K Buy
8,334
+204
+3% +$9.6K 0.27% 91
2023
Q2 		$383K Buy
8,130
+204
+3% +$8.85K 0.27% 92
2023
Q1 		$330K Buy
7,926
+1,050
+15% +$40.8K 0.24% 112
2022
Q4 		$244K Buy
6,876
+276
+4% +$10.2K 0.18% 129
2022
Q3 		$235K Buy
+6,600
New +$265K 0.19% 121
2022
Q2 		– Sell
-12,600
Closed -$604K – 321
2022
Q1 		$604K Buy
12,600
+3,840
+44% +$182K 0.14% 151
2021
Q4 		$469K Hold
8,760
– – 0.13% 163
2021
Q3 		$424K Buy
8,760
+4,242
+94% +$211K 0.13% 153
2021
Q2 		$216K Sell
4,518
-1,350
-23% -$61.3K 0.16% 152
2021
Q1 		$253K Buy
5,868
+42
+0.7% +$1.8K 0.21% 123
2020
Q4 		$246K Buy
+5,826
New +$233K 0.22% 109

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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

Latitude Advisors's VUG Position: Q3 2026 in Review

Latitude Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 43% in Q3 2026, buying an estimated $760K and bringing the position to 28,734 shares worth $2.59M. The position accounts for 0.8% of the portfolio, ranked #23.

Latitude Advisors first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 1,827 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Latitude Advisors held 28,734 shares of Vanguard Morningstar Growth ETF worth $2.59M as of Q3 2026.
  • Latitude Advisors bought 8,684 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $760K.
  • Vanguard Morningstar Growth ETF made up 0.8% of Latitude Advisors's portfolio in Q3 2026, its #23 holding.
  • Latitude Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.