TradeWell Securities’s Vanguard Morningstar Growth ETF VUG Stock Holding History

TradeWell Securities’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	$263K	Buy	+944	New	+$82.6K	0.09%	48

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

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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

TradeWell Securities's VUG Position: Q3 2026 in Review

TradeWell Securities opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 944 shares worth $263K. The stake represents 0.09% of the portfolio and ranks #48 among its holdings.

1,467 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

TradeWell Securities held 944 shares of Vanguard Morningstar Growth ETF worth $263K as of Q3 2026.
Vanguard Morningstar Growth ETF was a new TradeWell Securities position in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.09% of TradeWell Securities's portfolio in Q3 2026, its #48 holding.
1,467 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.