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

rebel 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	$4.67M	Sell	51,817 -86,431	-63%	-$7.56M	1.91%	16
2026 Q2	$11.9M	Sell	138,248 -5,578	-4%	-$469K	4.73%	5
2026 Q1	$10.5M	Sell	143,826 -2,856	-2%	-$222K	4.54%	5
2025 Q4	$11.9M	Buy	+146,682	New	+$11.9M	5.1%	4
2025 Q3	–	Sell	-165,912	Closed	-$12.7M	–	4
2025 Q2	$12.1M	Buy	+165,912	New	+$10.9M	5.53%	4

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

rebel Financial's VUG Position: Q3 2026 in Review

rebel Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 63% in Q3 2026, selling an estimated $7.56M and leaving 51,817 shares worth $4.67M. The position accounts for 1.91% of the portfolio, ranked #16.

rebel Financial first reported a position in VUG in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.1M in Q2 2025. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

rebel Financial held 51,817 shares of Vanguard Morningstar Growth ETF worth $4.67M as of Q3 2026.
rebel Financial sold 86,431 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $7.56M.
Vanguard Morningstar Growth ETF made up 1.91% of rebel Financial's portfolio in Q3 2026, its #16 holding.
rebel Financial first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
rebel Financial's Vanguard Morningstar Growth ETF position peaked at $12.1M in Q2 2025.
2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on rebel Financial's 13F filing for Q3 2026, filed 4 Nov 2026.