Polaris Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Polaris Financial 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	$301K	Buy	+3,308	New	+$290K	0.13%	65

Other funds holding VUG

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Polaris Financial Partners's VUG Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 3,308 shares worth $301K. The stake represents 0.13% of the portfolio and ranks #65 among its holdings.

18 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Polaris Financial Partners held 3,308 shares of Vanguard Morningstar Growth ETF worth $301K as of Q3 2026.
Vanguard Morningstar Growth ETF was a new Polaris Financial Partners position in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.13% of Polaris Financial Partners's portfolio in Q3 2026, its #65 holding.
18 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.