Fiduciary Alliance’s Vanguard Wellington U.S. Growth Active ETF VUSG Stock Holding History

Fiduciary Alliance’s Portfolio VUSG Stock Details VUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$349K	Buy	5,408 +688	+15%	+$43.1K	0.02%	415
2026 Q1	$290K	Buy	+4,720	New	+$277K	0.02%	453

Other funds holding VUSG

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Fiduciary Alliance's VUSG Position: Q2 2026 in Review

Fiduciary Alliance increased its Vanguard Wellington U.S. Growth Active ETF (VUSG) stake by 15% in Q2 2026, buying an estimated $43.1K and bringing the position to 5,408 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #415.

Fiduciary Alliance first reported a position in VUSG in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold VUSG as of Q2 2026.

Fiduciary Alliance held 5,408 shares of Vanguard Wellington U.S. Growth Active ETF worth $349K as of Q2 2026.
Fiduciary Alliance bought 688 Vanguard Wellington U.S. Growth Active ETF shares in Q2 2026, an estimated $43.1K.
Vanguard Wellington U.S. Growth Active ETF made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #415 holding.
Fiduciary Alliance first reported a position in Vanguard Wellington U.S. Growth Active ETF in Q1 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held Vanguard Wellington U.S. Growth Active ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.