Whitcomb & Hess
VUG icon

Whitcomb & Hess’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Whitcomb & Hess’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 		$221K Hold
2,453
– – 0.05% 58
2026
Q2 		$211K Buy
+2,453
New +$206K 0.05% 60
2026
Q1 		– Sell
-2,454
Closed -$201K – 66
2025
Q4 		$201K Buy
+2,454
New +$199K 0.05% 59

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Commonwealth Equity Services
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Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
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Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Whitcomb & Hess's VUG Position: Q3 2026 in Review

Whitcomb & Hess held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 2,453 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #58.

Whitcomb & Hess first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 1,758 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Whitcomb & Hess held 2,453 shares of Vanguard Morningstar Growth ETF worth $221K as of Q3 2026.
  • Whitcomb & Hess left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.05% of Whitcomb & Hess's portfolio in Q3 2026, its #58 holding.
  • Whitcomb & Hess first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,758 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.