Steele Capital Management
VUG icon

Steele Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Steele Capital 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 		$1.94M Buy
21,482
+1,110
+5% +$97.2K 0.07% 65
2026
Q2 		$1.75M Buy
+20,372
New +$1.71M 0.06% 70
2024
Q3 		– Sell
-7,668
Closed -$478K – 170
2024
Q2 		$478K Buy
7,668
+570
+8% +$33.2K 0.03% 106
2024
Q1 		$407K Buy
7,098
+2,142
+43% +$118K 0.02% 113
2023
Q4 		$257K Buy
+4,956
New +$239K 0.02% 140

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Steele Capital Management's VUG Position: Q3 2026 in Review

Steele Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.4% in Q3 2026, buying an estimated $97.2K and bringing the position to 21,482 shares worth $1.94M. The position accounts for 0.07% of the portfolio, ranked #65.

Steele Capital Management first reported a position in VUG in Q4 2023 and has held it in 5 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Steele Capital Management held 21,482 shares of Vanguard Morningstar Growth ETF worth $1.94M as of Q3 2026.
  • Steele Capital Management bought 1,110 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $97.2K.
  • Vanguard Morningstar Growth ETF made up 0.07% of Steele Capital Management's portfolio in Q3 2026, its #65 holding.
  • Steele Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Steele Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.