Fiduciary Advisors Inc’s Vanguard Growth ETF VUG Stock Holding History

Fiduciary Advisors Inc’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	$262K	Sell	3,045 -3	-0.1%	-$252	0.18%	38
2026 Q1	$222K	Sell	3,048 -30	-1%	-$2.33K	0.17%	40
2025 Q4	$250K	Sell	3,078 -1,782	-37%	-$145K	0.19%	40
2025 Q3	$389K	Buy	4,860 +210	+5%	+$16K	0.31%	34
2025 Q2	$340K	Sell	4,650 -108	-2%	-$7.11K	0.3%	34
2025 Q1	$294K	Buy	4,758 +6	+0.1%	+$405	0.29%	33
2024 Q4	$325K	Buy	+4,752	New	+$319K	0.33%	33

Other funds holding VUG

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Fiduciary Advisors Inc's VUG Position: Q2 2026 in Review

Fiduciary Advisors Inc reduced its Vanguard Growth ETF (VUG) stake by 0.1% in Q2 2026, selling an estimated $252 and leaving 3,045 shares worth $262K. The position accounts for 0.18% of the portfolio, ranked #38.

Fiduciary Advisors Inc first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $389K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Fiduciary Advisors Inc held 3,045 shares of Vanguard Growth ETF worth $262K as of Q2 2026.
Fiduciary Advisors Inc sold 3 Vanguard Growth ETF shares in Q2 2026, an estimated $252.
Vanguard Growth ETF made up 0.18% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #38 holding.
Fiduciary Advisors Inc first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
Fiduciary Advisors Inc's Vanguard Growth ETF position peaked at $389K in Q3 2025.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.