FIC
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Family Investment Center’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Family Investment Center’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 		$210K Buy
+2,433
New +$205K 0.03% 115
2026
Q1 		– Sell
-2,466
Closed -$201K – 107
2025
Q4 		$201K Sell
2,466
-54
-2% -$4.38K 0.04% 96
2025
Q3 		$201K Buy
+2,520
New +$193K 0.04% 100

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Family Investment Center's VUG Position: Q2 2026 in Review

Family Investment Center opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,433 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #115 among its holdings. This is a return to the name: Family Investment Center previously reported a position in VUG as recently as Q4 2025.

Family Investment Center first reported a position in VUG in Q3 2025 and has held it in 3 quarters since. 1,762 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Family Investment Center held 2,433 shares of Vanguard Morningstar Growth ETF worth $210K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Family Investment Center position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.03% of Family Investment Center's portfolio in Q2 2026, its #115 holding.
  • Family Investment Center first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026.