TrueNorth Wealth & Impact, LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$320K	Buy	+3,554	New	+$311K	0.12%	127

Other funds holding VUG

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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

TrueNorth Wealth & Impact, LLC's VUG Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 3,554 shares worth $320K. The stake represents 0.12% of the portfolio and ranks #127 among its holdings.

2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 3,554 shares of Vanguard Morningstar Growth ETF worth $320K as of Q3 2026.
Vanguard Morningstar Growth ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.12% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #127 holding.
2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.