Traction Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Traction Financial Partners’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	$1.07M	Hold	11,904	–	–	0.56%	24
2026 Q2	$1.03M	Sell	11,904 -2,916	-20%	-$245K	0.54%	25
2026 Q1	$1.08M	Sell	14,820 -120	-0.8%	-$9.34K	0.66%	21
2025 Q4	$1.21M	Hold	14,940	–	–	0.72%	20
2025 Q3	$1.19M	Hold	14,940	–	–	0.74%	20
2025 Q2	$1.09M	Hold	14,940	–	–	0.74%	20
2025 Q1	$923K	Sell	14,940 -7,266	-33%	-$490K	0.72%	18
2024 Q4	$1.52M	Buy	22,206 +6	+0%	+$403	1.18%	15
2024 Q3	$1.42M	Buy	22,200 +6	+0%	+$372	1.11%	16
2024 Q2	$1.38M	Buy	22,194 +6	+0%	+$350	1%	17
2024 Q1	$1.27M	Buy	22,188 +2,922	+15%	+$161K	0.99%	17
2023 Q4	$998K	Buy	+19,266	New	+$930K	0.67%	22

Other funds holding VUG

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Traction Financial Partners's VUG Position: Q3 2026 in Review

Traction Financial Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 11,904 shares worth $1.07M. The position accounts for 0.56% of the portfolio, ranked #24.

Traction Financial Partners first reported a position in VUG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.52M in Q4 2024. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Traction Financial Partners held 11,904 shares of Vanguard Morningstar Growth ETF worth $1.07M as of Q3 2026.
Traction Financial Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.56% of Traction Financial Partners's portfolio in Q3 2026, its #24 holding.
Traction Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
Traction Financial Partners's Vanguard Morningstar Growth ETF position peaked at $1.52M in Q4 2024.
2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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