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Paladin Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Paladin Partners’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 		$23.2K Hold
258
– – 0.01% 102
2026
Q2 		$22.2K Hold
258
– – 0.01% 107
2026
Q1 		$18.8K Hold
258
– – 0.01% 111
2025
Q4 		$21K Buy
+258
New +$20.9K 0.02% 109

Other funds holding VUG

GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Paladin Partners's VUG Position: Q3 2026 in Review

Paladin Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 258 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #102.

Paladin Partners first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Paladin Partners held 258 shares of Vanguard Morningstar Growth ETF worth $23.2K as of Q3 2026.
  • Paladin Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.01% of Paladin Partners's portfolio in Q3 2026, its #102 holding.
  • Paladin Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.