Sendero Wealth Management
VUG icon

Sendero Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sendero Wealth Management’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 		$21.2M Buy
235,682
+156,507
+198% +$13.7M 2.12% 7
2026
Q2 		$6.82M Buy
79,175
+7,049
+10% +$593K 0.68% 26
2026
Q1 		$5.25M Buy
72,126
+36,438
+102% +$2.83M 0.58% 28
2025
Q4 		$2.9M Buy
35,688
+29,502
+477% +$2.39M 0.32% 59
2025
Q3 		$494K Buy
+6,186
New +$473K 0.06% 146

Other funds holding VUG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sendero Wealth Management's VUG Position: Q3 2026 in Review

Sendero Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 198% in Q3 2026, buying an estimated $13.7M and bringing the position to 235,682 shares worth $21.2M. The position accounts for 2.12% of the portfolio, ranked #7.

Sendero Wealth Management first reported a position in VUG in Q3 2025 and has held it in 5 quarters since. 1,918 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Sendero Wealth Management held 235,682 shares of Vanguard Morningstar Growth ETF worth $21.2M as of Q3 2026.
  • Sendero Wealth Management bought 156,507 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $13.7M.
  • Vanguard Morningstar Growth ETF made up 2.12% of Sendero Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Sendero Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,918 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.