Fairman Group
VUG icon

Fairman Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fairman Group’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 		$419K Buy
4,648
+5
+0.1% +$438 0.3% 44
2026
Q2 		$400K Buy
4,643
+935
+25% +$78.7K 0.31% 44
2026
Q1 		$270K Buy
3,708
+618
+20% +$48.1K 0.23% 49
2025
Q4 		$251K Buy
3,090
+54
+2% +$4.38K 0.2% 48
2025
Q3 		$243K Sell
3,036
-252
-8% -$19.3K 0.2% 50
2025
Q2 		$240K Hold
3,288
– – 0.2% 48
2025
Q1 		$225K Buy
3,288
+6
+0.2% +$405 0.21% 53
2024
Q4 		$225K Hold
3,282
– – 0.18% 55
2024
Q3 		$210K Sell
3,282
-1,062
-24% -$65.8K 0.19% 57
2024
Q2 		$271K Hold
4,344
– – 0.28% 47
2024
Q1 		$249K Sell
4,344
-888
-17% -$48.8K 0.24% 44
2023
Q4 		$271K Buy
+5,232
New +$253K 0.26% 37

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
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

Fairman Group's VUG Position: Q3 2026 in Review

Fairman Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.11% in Q3 2026, buying an estimated $438 and bringing the position to 4,648 shares worth $419K. The position accounts for 0.3% of the portfolio, ranked #44.

Fairman Group first reported a position in VUG in Q4 2023 and has held it in 12 quarters since. 1,724 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Fairman Group held 4,648 shares of Vanguard Morningstar Growth ETF worth $419K as of Q3 2026.
  • Fairman Group bought 5 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $438.
  • Vanguard Morningstar Growth ETF made up 0.3% of Fairman Group's portfolio in Q3 2026, its #44 holding.
  • Fairman Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,724 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.