Stelac Advisory Services
VUG icon

Stelac Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Stelac Advisory Services’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 		$103K Buy
+1,141
New +$100K 0.02% 166
2021
Q1 		– Sell
-9,000
Closed -$380K – 268
2020
Q4 		$380K Buy
+9,000
New +$359K 0.1% 124

Other funds holding VUG

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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stelac Advisory Services's VUG Position: Q3 2026 in Review

Stelac Advisory Services opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 1,141 shares worth $103K. The stake represents 0.02% of the portfolio and ranks #166 among its holdings. This is a return to the name: Stelac Advisory Services previously reported a position in VUG as recently as Q4 2020.

Stelac Advisory Services first reported a position in VUG in Q4 2020 and has held it in 2 quarters since. The position peaked at $380K in Q4 2020. 2,162 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Stelac Advisory Services held 1,141 shares of Vanguard Morningstar Growth ETF worth $103K as of Q3 2026.
  • Vanguard Morningstar Growth ETF was a new Stelac Advisory Services position in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.02% of Stelac Advisory Services's portfolio in Q3 2026, its #166 holding.
  • Stelac Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 2 quarters since.
  • Stelac Advisory Services's Vanguard Morningstar Growth ETF position peaked at $380K in Q4 2020.
  • 2,162 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Stelac Advisory Services's 13F filing for Q3 2026, filed 10 Nov 2026.