Public ownership evidence

Vanguard Morningstar Growth ETF (VUG) Ownership Disclosures

Read VUG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Vanguard Morningstar Growth ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
5,040
Value (USD)
$434,146
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VUG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VUG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-295,040$434,146None
Cornerstone Financial Management LLC2026-03-312026-08-29840$366,904None
Cornerstone Financial Management LLC2025-12-312026-08-29954$465,418None
Provida Pension Fund Administrator2026-03-312026-08-291,348,578$589,045,385None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29139,003$51,545,028None
Corient Private Wealth LP2026-06-302026-08-2855,812$4,807,646None
Corient Private Wealth LP2026-06-302026-08-286,657,756$573,498,792None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-287,654$659,325None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-281,171$511,304None
Wellington Grp LLC2026-06-302026-08-278,729$751,897None
Legacy Edge Advisors, LLC2025-09-302026-08-2746,513$22,308,324None
HORAN Wealth, LLC2026-06-302026-08-2722,665$1,952,323None
Schulz Wealth, LTD.2026-06-302026-08-274,392$378,327None
Dakota Wealth Management2025-09-302026-08-2746,174$22,145,740None
Dakota Wealth Management2025-12-312026-08-2754,294$26,487,667None
Dakota Wealth Management2026-03-312026-08-2752,316$22,851,065None
Redwood Investment Management, LLC2025-09-302026-08-275,471$2,624,000None
Redwood Investment Management, LLC2025-12-312026-08-271,227$599,000None
Advus Financial Partners, LLC2026-06-302026-08-262,500$215,350None
Advus Financial Partners, LLC2025-12-312026-08-26419$204,413None
Advus Financial Partners, LLC2025-09-302026-08-26427$204,793None
Advus Financial Partners, LLC2025-06-302026-08-26511$224,042None
Advus Financial Partners, LLC2025-03-312026-08-26556$206,193None
Advus Financial Partners, LLC2024-12-312026-08-26560$229,846None
Advus Financial Partners, LLC2024-09-302026-08-26570$218,840None
Advus Financial Partners, LLC2024-06-302026-08-26557$208,324None
Advus Financial Partners, LLC2024-03-312026-08-26720$247,824None
Advus Financial Partners, LLC2023-12-312026-08-26646$200,828None
Advus Financial Partners, LLC2022-03-312026-08-261,110$319,236None
Advus Financial Partners, LLC2021-09-302026-08-261,076$345,288None
Financial Insights, Inc.2026-06-302026-08-26149,643$12,890,206None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-26414,195$35,678,715None
Kingsbury Capital Investment Advisors LLC2026-03-312026-08-26624$272,511None
Kingsbury Capital Investment Advisors LLC2026-06-302026-08-263,942$339,570None
Serenity Investment Advisors2026-06-302026-08-2526,382$2,299,736None
CARLSON FINANCIAL, INC.2026-06-302026-08-252,374$204,408None
CARLSON FINANCIAL, INC.2025-12-312026-08-25425$207,377None
Strategic Financial Services, Inc.2026-06-302026-08-2517,253$1,486,173None
Bernard Wealth Management Corp.2026-06-302026-08-221,621$139,633None
Kings Path Partners LLC2026-03-312026-08-22102$44,553None
Forefront Wealth Partners, LLC2026-06-302026-08-218,592$740,157None
Rehmann Capital Advisory Group2026-06-302026-08-21103,365$8,903,714None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21252,268$21,749,833None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-2044,494$3,832,691None
Kingsview Wealth Management, LLC2026-06-302026-08-20423,135$36,448,826None
Goodwin Investment Advisory2026-06-302026-08-207,538$649,323None
Goodwin Investment Advisory2026-06-302026-08-202,754$237,229None
Goodwin Investment Advisory2026-06-302026-08-203,072$264,622None
Goodwin Investment Advisory2026-06-302026-08-205,052$435,179None
Archer Investment Corp2026-06-302026-08-2011,526$992,853None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Provida Pension Fund Administrator ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Wellington Grp LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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