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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
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

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 22.96% 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

Fairman Group's VUG Position: Q2 2026 in Review

Fairman Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 25% in Q2 2026, buying an estimated $78.7K and bringing the position to 4,643 shares worth $400K. The position accounts for 0.31% of the portfolio, ranked #44.

Fairman Group first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Fairman Group held 4,643 shares of Vanguard Morningstar Growth ETF worth $400K as of Q2 2026.
  • Fairman Group bought 935 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $78.7K.
  • Vanguard Morningstar Growth ETF made up 0.31% of Fairman Group's portfolio in Q2 2026, its #44 holding.
  • Fairman Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.