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 Q3	$406K	Buy	6,083 +675	+12%	+$43.7K	0.03%	354
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

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Financial Security Advisor Virginia Beach, Virginia $599M AUM 18.92% 1-Year Est. Return

Fiduciary Alliance's VUSG Position: Q3 2026 in Review

Fiduciary Alliance increased its Vanguard Wellington U.S. Growth Active ETF (VUSG) stake by 12% in Q3 2026, buying an estimated $43.7K and bringing the position to 6,083 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #354.

Fiduciary Alliance first reported a position in VUSG in Q1 2026 and has held it in 3 quarters since. 3 funds tracked by Wall St. Rank hold VUSG as of Q3 2026.

Fiduciary Alliance held 6,083 shares of Vanguard Wellington U.S. Growth Active ETF worth $406K as of Q3 2026.
Fiduciary Alliance bought 675 Vanguard Wellington U.S. Growth Active ETF shares in Q3 2026, an estimated $43.7K.
Vanguard Wellington U.S. Growth Active ETF made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #354 holding.
Fiduciary Alliance first reported a position in Vanguard Wellington U.S. Growth Active ETF in Q1 2026 and has held it in 3 quarters since.
3 funds tracked by Wall St. Rank held Vanguard Wellington U.S. Growth Active ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.