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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fairman Group's VUG Position: Q1 2026 in Review

Fairman Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 20% in Q1 2026, buying an estimated $48.1K and bringing the position to 3,708 shares worth $270K. The position accounts for 0.23% of the portfolio, ranked #49.

Fairman Group first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $271K in Q2 2024. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Fairman Group held 3,708 shares of Vanguard Morningstar Growth ETF worth $270K as of Q1 2026.
Fairman Group bought 618 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $48.1K.
Vanguard Morningstar Growth ETF made up 0.23% of Fairman Group's portfolio in Q1 2026, its #49 holding.
Fairman Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 10 quarters since.
Fairman Group's Vanguard Morningstar Growth ETF position peaked at $271K in Q2 2024.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Fairman Group's 13F filing for Q1 2026, filed 23 Apr 2026.