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

Nottingham 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	$278K	Buy	3,076 +2	+0.1%	+$175	0.03%	100
2026 Q2	$262K	Buy	3,074 +2	+0.1%	+$168	0.03%	104
2026 Q1	$224K	Buy	3,072 +6	+0.2%	+$467	0.03%	109
2025 Q4	$250K	Hold	3,066	–	–	0.03%	93
2025 Q3	$245K	Buy	3,066 +6	+0.2%	+$458	0.03%	95
2025 Q2	$224K	Sell	3,060 -336	-10%	-$22.1K	0.03%	101
2025 Q1	$210K	Hold	3,396	–	–	0.03%	110
2024 Q4	$232K	Buy	+3,396	New	+$228K	0.03%	122

Other funds holding VUG

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Nottingham Advisors's VUG Position: Q3 2026 in Review

Nottingham Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.07% in Q3 2026, buying an estimated $175 and bringing the position to 3,076 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #100.

Nottingham Advisors first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Nottingham Advisors held 3,076 shares of Vanguard Morningstar Growth ETF worth $278K as of Q3 2026.
Nottingham Advisors bought 2 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $175.
Vanguard Morningstar Growth ETF made up 0.03% of Nottingham Advisors's portfolio in Q3 2026, its #100 holding.
Nottingham Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Nottingham Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.