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

Nikulski 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	$310K	Hold	3,438	–	–	0.07%	136
2026 Q2	$296K	Sell	3,438 -150	-4%	-$12.6K	0.06%	156
2026 Q1	$261K	Hold	3,588	–	–	0.06%	160
2025 Q4	$292K	Sell	3,588 -882	-20%	-$71.6K	0.07%	153
2025 Q3	$357K	Hold	4,470	–	–	0.09%	119
2025 Q2	$327K	Sell	4,470 -6	-0.1%	-$395	0.09%	116
2025 Q1	$277K	Hold	4,476	–	–	0.08%	118
2024 Q4	$306K	Sell	4,476 -720	-14%	-$48.4K	0.09%	107
2024 Q3	$332K	Hold	5,196	–	–	0.1%	101
2024 Q2	$324K	Hold	5,196	–	–	0.1%	103
2024 Q1	$298K	Buy	5,196 +480	+10%	+$26.4K	0.1%	104
2023 Q4	$244K	Buy	4,716 +240	+5%	+$11.6K	0.09%	119
2023 Q3	$203K	Buy	+4,476	New	+$211K	0.08%	121

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

Nikulski Financial's VUG Position: Q3 2026 in Review

Nikulski Financial held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 3,438 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #136.

Nikulski Financial first reported a position in VUG in Q3 2023 and has held it in 13 quarters since. The position peaked at $357K in Q3 2025. 2,032 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Nikulski Financial held 3,438 shares of Vanguard Morningstar Growth ETF worth $310K as of Q3 2026.
Nikulski Financial left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.07% of Nikulski Financial's portfolio in Q3 2026, its #136 holding.
Nikulski Financial first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 13 quarters since.
Nikulski Financial's Vanguard Morningstar Growth ETF position peaked at $357K in Q3 2025.
2,032 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Nikulski Financial's 13F filing for Q3 2026, filed 6 Nov 2026.