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Northstar Financial Companies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Northstar Financial Companies’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 		$291K Buy
3,378
+402
+14% +$33.8K 0.2% 93
2026
Q1 		$217K Sell
2,976
-342
-10% -$26.6K 0.17% 106
2025
Q4 		$270K Buy
+3,318
New +$269K 0.21% 94

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Northstar Financial Companies's VUG Position: Q2 2026 in Review

Northstar Financial Companies increased its Vanguard Morningstar Growth ETF (VUG) stake by 14% in Q2 2026, buying an estimated $33.8K and bringing the position to 3,378 shares worth $291K. The position accounts for 0.2% of the portfolio, ranked #93.

Northstar Financial Companies first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 1,915 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Northstar Financial Companies held 3,378 shares of Vanguard Morningstar Growth ETF worth $291K as of Q2 2026.
  • Northstar Financial Companies bought 402 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $33.8K.
  • Vanguard Morningstar Growth ETF made up 0.2% of Northstar Financial Companies's portfolio in Q2 2026, its #93 holding.
  • Northstar Financial Companies first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,915 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.