Seven Mile Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Seven Mile Advisory’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	$364K	Buy	4,039 +1	+0%	+$88	0.24%	83
2026 Q2	$348K	Hold	4,038	–	–	0.23%	94
2026 Q1	$294K	Sell	4,038 -8,430	-68%	-$656K	0.21%	102
2025 Q4	$1.01M	Hold	12,468	–	–	0.17%	67
2025 Q3	$997K	Buy	12,468 +8,430	+209%	+$644K	0.16%	75
2025 Q2	$295K	Hold	4,038	–	–	0.18%	119
2025 Q1	$250K	Hold	4,038	–	–	0.17%	133
2024 Q4	$276K	Buy	4,038 +60	+2%	+$4.03K	0.18%	110
2024 Q3	$255K	Buy	+3,978	New	+$247K	0.17%	123

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

Seven Mile Advisory's VUG Position: Q3 2026 in Review

Seven Mile Advisory increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.02% in Q3 2026, buying an estimated $88 and bringing the position to 4,039 shares worth $364K. The position accounts for 0.24% of the portfolio, ranked #83.

Seven Mile Advisory first reported a position in VUG in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q4 2025. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Seven Mile Advisory held 4,039 shares of Vanguard Morningstar Growth ETF worth $364K as of Q3 2026.
Seven Mile Advisory bought 1 Vanguard Morningstar Growth ETF share in Q3 2026, an estimated $88.
Vanguard Morningstar Growth ETF made up 0.24% of Seven Mile Advisory's portfolio in Q3 2026, its #83 holding.
Seven Mile Advisory first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 9 quarters since.
Seven Mile Advisory's Vanguard Morningstar Growth ETF position peaked at $1.01M in Q4 2025.
2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Seven Mile Advisory's 13F filing for Q3 2026, filed 22 Oct 2026.