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Family CFO’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Family CFO’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 		$6.11M Sell
70,948
-2
-0% -$168 2.35% 12
2026
Q1 		$5.17M Hold
70,950
– – 2.31% 12
2025
Q4 		$5.77M Hold
70,950
– – 2.58% 12
2025
Q3 		$5.67M Hold
70,950
– – 2.61% 12
2025
Q2 		$5.18M Buy
70,950
+1,416
+2% +$93.2K 2.6% 11
2025
Q1 		$4.3M Buy
69,534
+1,968
+3% +$133K 2.36% 11
2024
Q4 		$4.62M Buy
67,566
+870
+1% +$58.4K 2.54% 11
2024
Q3 		$4.27M Buy
66,696
+312
+0.5% +$19.3K 2.41% 11
2024
Q2 		$4.14M Sell
66,384
-66
-0.1% -$3.85K 2.55% 11
2024
Q1 		$3.81M Hold
66,450
– – 2.36% 11
2023
Q4 		$3.44M Hold
66,450
– – 2.22% 11
2023
Q3 		$3.02M Buy
66,450
+2,274
+4% +$107K 2.17% 12
2023
Q2 		$3.03M Hold
64,176
– – 2.14% 12
2023
Q1 		$2.67M Sell
64,176
-2,490
-4% -$96.8K 2.04% 11
2022
Q4 		$2.37M Sell
66,666
-30
-0% -$1.1K 2.13% 11
2022
Q3 		$2.38M Hold
66,696
– – 2.52% 10
2022
Q2 		$2.48M Sell
66,696
-1,488
-2% -$61.1K 2.71% 10
2022
Q1 		$3.27M Hold
68,184
– – 3.32% 8
2021
Q4 		$3.65M Buy
+68,184
New +$3.55M 3.52% 8

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Family CFO's VUG Position: Q2 2026 in Review

Family CFO reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0% in Q2 2026, selling an estimated $168 and leaving 70,948 shares worth $6.11M. The position accounts for 2.35% of the portfolio, ranked #12.

Family CFO first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Family CFO held 70,948 shares of Vanguard Morningstar Growth ETF worth $6.11M as of Q2 2026.
  • Family CFO sold 2 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $168.
  • Vanguard Morningstar Growth ETF made up 2.35% of Family CFO's portfolio in Q2 2026, its #12 holding.
  • Family CFO first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Family CFO's 13F filing for Q2 2026, filed 20 Jul 2026.