Seek First’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Seek First’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	$322K	Sell	3,577 -292	-8%	-$25.6K	0.21%	52
2026 Q2	$333K	Sell	3,869 -103	-3%	-$8.67K	0.21%	51
2026 Q1	$289K	Sell	3,972 -282	-7%	-$21.9K	0.2%	48
2025 Q4	$346K	Buy	4,254 +12	+0.3%	+$974	0.24%	46
2025 Q3	$339K	Buy	4,242 +6	+0.1%	+$458	0.24%	47
2025 Q2	$310K	Buy	4,236 +60	+1%	+$3.95K	0.25%	46
2025 Q1	$258K	Buy	+4,176	New	+$282K	0.23%	43

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Seek First's VUG Position: Q3 2026 in Review

Seek First reduced its Vanguard Morningstar Growth ETF (VUG) stake by 7.5% in Q3 2026, selling an estimated $25.6K and leaving 3,577 shares worth $322K. The position accounts for 0.21% of the portfolio, ranked #52.

Seek First first reported a position in VUG in Q1 2025 and has held it in 7 quarters since. The position peaked at $346K in Q4 2025. 1,438 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Seek First held 3,577 shares of Vanguard Morningstar Growth ETF worth $322K as of Q3 2026.
Seek First sold 292 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $25.6K.
Vanguard Morningstar Growth ETF made up 0.21% of Seek First's portfolio in Q3 2026, its #52 holding.
Seek First first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 7 quarters since.
Seek First's Vanguard Morningstar Growth ETF position peaked at $346K in Q4 2025.
1,438 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.