Succession Financial
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Succession Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Succession Financial’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 		– Sell
-7,078
Closed -$610K – 55
2026
Q2 		$610K Buy
+7,078
New +$596K 0.58% 18

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Succession Financial's VUG Position: Q3 2026 in Review

Succession Financial sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2026, closing a stake of 7,078 shares — an estimated $610K sold.

Succession Financial first reported a position in VUG in Q2 2026 and held it in 1 quarter. The position peaked at $610K in Q2 2026. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Succession Financial reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Succession Financial sold 7,078 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $610K.
  • Succession Financial first reported a position in Vanguard Morningstar Growth ETF in Q2 2026 and held it in 1 quarter.
  • Succession Financial's Vanguard Morningstar Growth ETF position peaked at $610K in Q2 2026.
  • 2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Succession Financial's 13F filing for Q3 2026, filed 14 Oct 2026.