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

TME 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	$1.77M	Buy	19,612 +2,309	+13%	+$202K	1.08%	25
2026 Q2	$1.49M	Sell	17,303 -4,723	-21%	-$397K	0.92%	29
2026 Q1	$1.6M	Buy	22,026 +2,196	+11%	+$171K	1.11%	24
2025 Q4	$1.61M	Buy	19,830 +1,950	+11%	+$158K	1.13%	23
2025 Q3	$1.43M	Sell	17,880 -132	-0.7%	-$10.1K	1.07%	27
2025 Q2	$1.32M	Buy	18,012 +624	+4%	+$41.1K	1.06%	27
2025 Q1	$1.07M	Sell	17,388 -1,308	-7%	-$88.2K	0.93%	25
2024 Q4	$1.2M	Buy	+18,696	New	+$1.26M	1.12%	26

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

TME Financial's VUG Position: Q3 2026 in Review

TME Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 13% in Q3 2026, buying an estimated $202K and bringing the position to 19,612 shares worth $1.77M. The position accounts for 1.08% of the portfolio, ranked #25.

TME Financial first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. 1,724 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

TME Financial held 19,612 shares of Vanguard Morningstar Growth ETF worth $1.77M as of Q3 2026.
TME Financial bought 2,309 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $202K.
Vanguard Morningstar Growth ETF made up 1.08% of TME Financial's portfolio in Q3 2026, its #25 holding.
TME Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
1,724 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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