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FAS Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

FAS Wealth Partners’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 		$778K Buy
9,030
+486
+6% +$40.9K 0.04% 199
2026
Q1 		$622K Sell
8,544
-366
-4% -$28.5K 0.04% 210
2025
Q4 		$724K Sell
8,910
-618
-6% -$50.2K 0.05% 198
2025
Q3 		$762K Buy
9,528
+510
+6% +$39K 0.05% 187
2025
Q2 		$659K Hold
9,018
– – 0.05% 192
2025
Q1 		$558K Sell
9,018
-468
-5% -$31.6K 0.05% 193
2024
Q4 		$649K Sell
9,486
-48
-0.5% -$3.23K 0.05% 184
2024
Q3 		$610K Sell
9,534
-90
-0.9% -$5.58K 0.05% 191
2024
Q2 		$600K Sell
9,624
-156
-2% -$9.1K 0.05% 185
2024
Q1 		$561K Buy
9,780
+4,266
+77% +$235K 0.05% 194
2023
Q4 		$286K Buy
5,514
+636
+13% +$30.7K 0.03% 251
2023
Q3 		$221K Buy
4,878
+6
+0.1% +$283 0.02% 261
2023
Q2 		$230K Buy
4,872
+600
+14% +$26K 0.03% 241
2023
Q1 		$178K Sell
4,272
-1,770
-29% -$68.8K 0.02% 287
2022
Q4 		$215K Buy
6,042
+1,782
+42% +$65.6K 0.02% 273
2022
Q3 		$152K Buy
4,260
+2,052
+93% +$82.5K 0.02% 279
2022
Q2 		$82K Buy
2,208
+354
+19% +$14.5K 0.01% 308
2022
Q1 		$89K Sell
1,854
-300
-14% -$14.2K 0.01% 308
2021
Q4 		$115K Hold
2,154
– – 0.01% 307
2021
Q3 		$104K Buy
2,154
+420
+24% +$20.9K 0.01% 309
2021
Q2 		$83K Buy
1,734
+6
+0.3% +$272 0.01% 305
2021
Q1 		$74K Hold
1,728
– – 0.01% 289
2020
Q4 		$73K Hold
1,728
– – 0.01% 283
2020
Q3 		$66K Buy
1,728
+564
+48% +$20.8K 0.01% 265
2020
Q2 		$39K Sell
1,164
-1,200
-51% -$36.9K 0.01% 266
2020
Q1 		$62K Buy
2,364
+102
+5% +$3.06K 0.01% 240
2019
Q4 		$69K Buy
+2,262
New +$65.3K 0.01% 223

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

FAS Wealth Partners's VUG Position: Q2 2026 in Review

FAS Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.7% in Q2 2026, buying an estimated $40.9K and bringing the position to 9,030 shares worth $778K. The position accounts for 0.04% of the portfolio, ranked #199.

FAS Wealth Partners first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • FAS Wealth Partners held 9,030 shares of Vanguard Morningstar Growth ETF worth $778K as of Q2 2026.
  • FAS Wealth Partners bought 486 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $40.9K.
  • Vanguard Morningstar Growth ETF made up 0.04% of FAS Wealth Partners's portfolio in Q2 2026, its #199 holding.
  • FAS Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.