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 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

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 $424B AUM 22.94% 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

Family Investment Center's VUG Position: Q1 2026 in Review

Family Investment Center sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 2,466 shares — an estimated $201K sold.

Family Investment Center first reported a position in VUG in Q3 2025 and held it in 2 quarters. The position peaked at $201K in Q3 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Family Investment Center reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
Family Investment Center sold 2,466 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $201K.
Family Investment Center first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and held it in 2 quarters.
Family Investment Center's Vanguard Morningstar Growth ETF position peaked at $201K in Q3 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Family Investment Center's 13F filing for Q1 2026, filed 24 Apr 2026.