Stonegate Investment Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Stonegate Investment 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
2025 Q3	$5.16M	Buy	64,560 +5,964	+10%	+$456K	0.12%	82
2025 Q2	$4.28M	Buy	58,596 +1,668	+3%	+$110K	0.11%	83
2025 Q1	$3.52M	Buy	56,928 +3,786	+7%	+$255K	0.09%	85
2024 Q4	$3.64M	Buy	53,142 +1,668	+3%	+$112K	0.1%	82
2024 Q3	$3.29M	Buy	51,474 +24,714	+92%	+$1.53M	0.09%	90
2024 Q2	$1.67M	Buy	26,760 +3,582	+15%	+$209K	0.05%	128
2024 Q1	$1.33M	Buy	23,178 +1,908	+9%	+$105K	0.04%	141
2023 Q4	$1.1M	Buy	21,270 +642	+3%	+$31K	0.04%	152
2023 Q3	$936K	Buy	20,628 +1,578	+8%	+$74.5K	0.03%	156
2023 Q2	$898K	Buy	19,050 +2,178	+13%	+$94.5K	0.03%	170
2023 Q1	$701K	Buy	16,872 +2,076	+14%	+$80.7K	0.03%	181
2022 Q4	$526K	Buy	14,796 +420	+3%	+$15.4K	0.02%	200
2022 Q3	$513K	Buy	14,376 +576	+4%	+$23.2K	0.02%	182
2022 Q2	$513K	Sell	13,800 -270	-2%	-$11.1K	0.02%	185
2022 Q1	$674K	Buy	14,070 +3,390	+32%	+$160K	0.02%	154
2021 Q4	$571K	Buy	+10,680	New	+$556K	0.02%	168

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Stonegate Investment Group's VUG Position: Q3 2025 in Review

Stonegate Investment Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 10% in Q3 2025, buying an estimated $456K and bringing the position to 64,560 shares worth $5.16M. The position accounts for 0.12% of the portfolio, ranked #82.

Stonegate Investment Group first reported a position in VUG in Q4 2021 and has held it in 16 quarters since. 2,605 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

Stonegate Investment Group held 64,560 shares of Vanguard Morningstar Growth ETF worth $5.16M as of Q3 2025.
Stonegate Investment Group bought 5,964 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $456K.
Vanguard Morningstar Growth ETF made up 0.12% of Stonegate Investment Group's portfolio in Q3 2025, its #82 holding.
Stonegate Investment Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 16 quarters since.
2,605 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.