Penney Financial
VUG icon

Penney Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Penney Financial’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 		$328K Hold
3,642
– – 0.1% 32
2026
Q2 		$314K Hold
3,642
– – 0.11% 38
2026
Q1 		$265K Buy
3,642
+528
+17% +$41.1K 0.1% 40
2025
Q4 		$253K Hold
3,114
– – 0.1% 44
2025
Q3 		$249K Buy
+3,114
New +$238K 0.11% 43

Other funds holding VUG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Penney Financial's VUG Position: Q3 2026 in Review

Penney Financial held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 3,642 shares worth $328K. The position accounts for 0.1% of the portfolio, ranked #32.

Penney Financial first reported a position in VUG in Q3 2025 and has held it in 5 quarters since. 1,918 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Penney Financial held 3,642 shares of Vanguard Morningstar Growth ETF worth $328K as of Q3 2026.
  • Penney Financial left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.1% of Penney Financial's portfolio in Q3 2026, its #32 holding.
  • Penney Financial first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,918 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.