Northland Securities
VUG icon

Northland Securities’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Northland Securities’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 		$439K Buy
4,872
+12
+0.2% +$1.05K 0.26% 59
2026
Q2 		$419K Sell
4,860
-672
-12% -$56.5K 0.24% 61
2026
Q1 		$403K Sell
5,532
-2,538
-31% -$197K 0.38% 55
2025
Q4 		$656K Buy
+8,070
New +$655K 0.63% 37

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Northland Securities's VUG Position: Q3 2026 in Review

Northland Securities increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.25% in Q3 2026, buying an estimated $1.05K and bringing the position to 4,872 shares worth $439K. The position accounts for 0.26% of the portfolio, ranked #59.

Northland Securities first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. The position peaked at $656K in Q4 2025. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Northland Securities held 4,872 shares of Vanguard Morningstar Growth ETF worth $439K as of Q3 2026.
  • Northland Securities bought 12 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.05K.
  • Vanguard Morningstar Growth ETF made up 0.26% of Northland Securities's portfolio in Q3 2026, its #59 holding.
  • Northland Securities first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Northland Securities's Vanguard Morningstar Growth ETF position peaked at $656K in Q4 2025.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Northland Securities's 13F filing for Q3 2026, filed 2 Nov 2026.