Stonebridge Financial Group
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Stonebridge Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Stonebridge Financial Group’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 		$455K Buy
5,052
+2,208
+78% +$193K 0.06% 161
2026
Q2 		$244K Buy
+2,844
New +$239K 0.03% 259

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Stonebridge Financial Group's VUG Position: Q3 2026 in Review

Stonebridge Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 78% in Q3 2026, buying an estimated $193K and bringing the position to 5,052 shares worth $455K. The position accounts for 0.06% of the portfolio, ranked #161.

Stonebridge Financial Group first reported a position in VUG in Q2 2026 and has held it in 2 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Stonebridge Financial Group held 5,052 shares of Vanguard Morningstar Growth ETF worth $455K as of Q3 2026.
  • Stonebridge Financial Group bought 2,208 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $193K.
  • Vanguard Morningstar Growth ETF made up 0.06% of Stonebridge Financial Group's portfolio in Q3 2026, its #161 holding.
  • Stonebridge Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.