Fiduciary Family Office’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fiduciary Family Office’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	$258K	Hold	3,000	–	–	0.06%	157
2026 Q1	$218K	Sell	3,000 -2,130	-42%	-$166K	0.06%	173
2025 Q4	$417K	Hold	5,130	–	–	0.12%	119
2025 Q3	$410K	Hold	5,130	–	–	0.12%	131
2025 Q2	$375K	Hold	5,130	–	–	0.12%	140
2025 Q1	$317K	Buy	+5,130	New	+$346K	0.11%	153
2024 Q4	–	Sell	-5,928	Closed	-$379K	–	254
2024 Q3	$379K	Hold	5,928	–	–	0.13%	152
2024 Q2	$370K	Hold	5,928	–	–	0.15%	149
2024 Q1	$340K	Sell	5,928 -6,900	-54%	-$379K	0.13%	156
2023 Q4	$665K	Buy	+12,828	New	+$619K	0.29%	81

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

Fiduciary Family Office's VUG Position: Q2 2026 in Review

Fiduciary Family Office held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,000 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #157.

Fiduciary Family Office first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $665K in Q4 2023. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Fiduciary Family Office held 3,000 shares of Vanguard Morningstar Growth ETF worth $258K as of Q2 2026.
Fiduciary Family Office left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.06% of Fiduciary Family Office's portfolio in Q2 2026, its #157 holding.
Fiduciary Family Office first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 10 quarters since.
Fiduciary Family Office's Vanguard Morningstar Growth ETF position peaked at $665K in Q4 2023.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.