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

Family Management’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	$31K	Hold	360	–	–	﹤0.01%	307
2026 Q1	$26.2K	Hold	360	–	–	﹤0.01%	286
2025 Q4	$29.3K	Hold	360	–	–	﹤0.01%	264
2025 Q3	$28.8K	Hold	360	–	–	﹤0.01%	243
2025 Q2	$26.3K	Hold	360	–	–	﹤0.01%	213
2025 Q1	$22.2K	Hold	360	–	–	﹤0.01%	199
2024 Q4	$24.6K	Hold	360	–	–	﹤0.01%	183
2024 Q3	$23K	Hold	360	–	–	﹤0.01%	180
2024 Q2	$22.4K	Hold	360	–	–	﹤0.01%	164
2024 Q1	$20.7K	Buy	+360	New	+$19.8K	﹤0.01%	167
2020 Q1	–	Sell	-1,710	Closed	-$52K	–	197
2019 Q4	$52K	Hold	1,710	–	–	0.02%	175
2019 Q3	$47K	Hold	1,710	–	–	0.02%	167
2019 Q2	$47K	Buy	+1,710	New	+$45.7K	0.02%	158

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Family Management's VUG Position: Q2 2026 in Review

Family Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 360 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Family Management first reported a position in VUG in Q2 2019 and has held it in 13 quarters since. The position peaked at $52K in Q4 2019. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Family Management held 360 shares of Vanguard Morningstar Growth ETF worth $31K as of Q2 2026.
Family Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up ﹤0.01% of Family Management's portfolio in Q2 2026, its #307 holding.
Family Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 13 quarters since.
Family Management's Vanguard Morningstar Growth ETF position peaked at $52K in Q4 2019.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.