Seamount Financial Group
VUG icon

Seamount Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Seamount Financial Group’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 		$217K Hold
2,406
– – 0.09% 137
2026
Q2 		$207K Buy
+2,406
New +$202K 0.08% 138

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Seamount Financial Group's VUG Position: Q3 2026 in Review

Seamount Financial Group held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 2,406 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #137.

Seamount Financial Group first reported a position in VUG in Q2 2026 and has held it in 2 quarters since. 1,912 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Seamount Financial Group held 2,406 shares of Vanguard Morningstar Growth ETF worth $217K as of Q3 2026.
  • Seamount Financial Group left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.09% of Seamount Financial Group's portfolio in Q3 2026, its #137 holding.
  • Seamount Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,912 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.