Winebrenner Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Winebrenner Capital Management’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	$211K	Buy	+2,343	New	+$205K	0.14%	129

Other funds holding VUG

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

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

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

Winebrenner Capital Management's VUG Position: Q3 2026 in Review

Winebrenner Capital Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2026: 2,343 shares worth $211K. The stake represents 0.14% of the portfolio and ranks #129 among its holdings.

2,162 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Winebrenner Capital Management held 2,343 shares of Vanguard Morningstar Growth ETF worth $211K as of Q3 2026.
Vanguard Morningstar Growth ETF was a new Winebrenner Capital Management position in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.14% of Winebrenner Capital Management's portfolio in Q3 2026, its #129 holding.
2,162 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Winebrenner Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.