Stonebridge Financial Group, LLC/CA’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Stonebridge Financial Group, LLC/CA’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 Q2	$244K	Buy	+2,844	New	+$239K	0.03%	259

Other funds holding VUG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's VUG Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,844 shares worth $244K. The stake represents 0.03% of the portfolio and ranks #259 among its holdings.

2,577 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 2,844 shares of Vanguard Morningstar Growth ETF worth $244K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.03% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #259 holding.
2,577 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.