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

Norden 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 Q2	$1,000K	Sell	11,604 -276	-2%	-$23.2K	0.08%	215
2026 Q1	$865K	Sell	11,880 -57,624	-83%	-$4.48M	0.08%	213
2025 Q4	$5.65M	Buy	69,504 +53,562	+336%	+$4.35M	0.55%	37
2025 Q3	$1.27M	Buy	15,942 +504	+3%	+$38.5K	0.13%	151
2025 Q2	$1.13M	Sell	15,438 -6,954	-31%	-$458K	0.12%	162
2025 Q1	$1.38M	Buy	22,392 +13,824	+161%	+$932K	0.16%	126
2024 Q4	$586K	Sell	8,568 -4,614	-35%	-$310K	0.07%	303
2024 Q3	$843K	Buy	13,182 +4,644	+54%	+$288K	0.1%	221
2024 Q2	$532K	Sell	8,538 -12	-0.1%	-$700	0.11%	211
2024 Q1	$490K	Buy	+8,550	New	+$470K	0.1%	238

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Norden Group's VUG Position: Q2 2026 in Review

Norden Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.3% in Q2 2026, selling an estimated $23.2K and leaving 11,604 shares worth $1,000K. The position accounts for 0.08% of the portfolio, ranked #215.

Norden Group first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.65M in Q4 2025. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Norden Group held 11,604 shares of Vanguard Morningstar Growth ETF worth $1,000K as of Q2 2026.
Norden Group sold 276 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $23.2K.
Vanguard Morningstar Growth ETF made up 0.08% of Norden Group's portfolio in Q2 2026, its #215 holding.
Norden Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
Norden Group's Vanguard Morningstar Growth ETF position peaked at $5.65M in Q4 2025.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.