FMI
VUG icon

F/M Investments’s Vanguard Morningstar Growth ETF VUG Stock Holding History

F/M Investments’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 		$321K Buy
+3,725
New +$313K 0.02% 306
2024
Q4 		– Sell
-6,120
Closed -$392K – 417
2024
Q3 		$392K Sell
6,120
-22,380
-79% -$1.39M 0.01% 297
2024
Q2 		$1.78M Buy
+28,500
New +$1.66M 0.06% 217

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

F/M Investments's VUG Position: Q2 2026 in Review

F/M Investments opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 3,725 shares worth $321K. The stake represents 0.02% of the portfolio and ranks #306 among its holdings. This is a return to the name: F/M Investments previously reported a position in VUG as recently as Q3 2024.

F/M Investments first reported a position in VUG in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.78M in Q2 2024. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • F/M Investments held 3,725 shares of Vanguard Morningstar Growth ETF worth $321K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new F/M Investments position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.02% of F/M Investments's portfolio in Q2 2026, its #306 holding.
  • F/M Investments first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 3 quarters since.
  • F/M Investments's Vanguard Morningstar Growth ETF position peaked at $1.78M in Q2 2024.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.