St. Clair Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

St. Clair Advisors’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	$357K	Sell	3,958 -384	-9%	-$33.6K	0.09%	70
2026 Q2	$374K	Sell	4,342 -500	-10%	-$42.1K	0.1%	70
2026 Q1	$352K	Hold	4,842	–	–	0.09%	73
2025 Q4	$394K	Hold	4,842	–	–	0.1%	71
2025 Q3	$387K	Sell	4,842 -204	-4%	-$15.6K	0.1%	72
2025 Q2	$369K	Hold	5,046	–	–	0.1%	70
2025 Q1	$312K	Sell	5,046 -2,988	-37%	-$201K	0.09%	71
2024 Q4	$550K	Hold	8,034	–	–	0.16%	60
2024 Q3	$514K	Hold	8,034	–	–	0.15%	63
2024 Q2	$501K	Hold	8,034	–	–	0.16%	62
2024 Q1	$461K	Hold	8,034	–	–	0.15%	65
2023 Q4	$416K	Hold	8,034	–	–	0.14%	69
2023 Q3	$365K	Hold	8,034	–	–	0.14%	67
2023 Q2	$379K	Hold	8,034	–	–	0.15%	67
2023 Q1	$334K	Hold	8,034	–	–	0.15%	69
2022 Q4	$285K	Hold	8,034	–	–	0.18%	52
2022 Q3	$286K	Hold	8,034	–	–	0.23%	33
2022 Q2	$298K	Hold	8,034	–	–	0.24%	32
2022 Q1	$385K	Hold	8,034	–	–	0.26%	32
2021 Q4	$430K	Hold	8,034	–	–	0.25%	34
2021 Q3	$389K	Hold	8,034	–	–	0.27%	36
2021 Q2	$384K	Hold	8,034	–	–	0.29%	27
2021 Q1	$344K	Hold	8,034	–	–	0.28%	31
2020 Q4	$339K	Buy	+8,034	New	+$321K	0.32%	32

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

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

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

St. Clair Advisors's VUG Position: Q3 2026 in Review

St. Clair Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 8.8% in Q3 2026, selling an estimated $33.6K and leaving 3,958 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #70.

St. Clair Advisors first reported a position in VUG in Q4 2020 and has held it in 24 quarters since. The position peaked at $550K in Q4 2024. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

St. Clair Advisors held 3,958 shares of Vanguard Morningstar Growth ETF worth $357K as of Q3 2026.
St. Clair Advisors sold 384 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $33.6K.
Vanguard Morningstar Growth ETF made up 0.09% of St. Clair Advisors's portfolio in Q3 2026, its #70 holding.
St. Clair Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 24 quarters since.
St. Clair Advisors's Vanguard Morningstar Growth ETF position peaked at $550K in Q4 2024.
1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.