Fiduciary Family Office’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fiduciary Family Office's VUG Position: Q1 2026 in Review

Fiduciary Family Office reduced its Vanguard Growth ETF (VUG) stake by 42% in Q1 2026, selling an estimated $166K and leaving 3,000 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #173.

Fiduciary Family Office first reported a position in VUG in Q4 2023 and has held it in 9 quarters since. The position peaked at $665K in Q4 2023. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Fiduciary Family Office held 3,000 shares of Vanguard Growth ETF worth $218K as of Q1 2026.
Fiduciary Family Office sold 2,130 Vanguard Growth ETF shares in Q1 2026, an estimated $166K.
Vanguard Growth ETF made up 0.06% of Fiduciary Family Office's portfolio in Q1 2026, its #173 holding.
Fiduciary Family Office first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Vanguard Growth ETF position peaked at $665K in Q4 2023.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.