Fiduciary Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fiduciary Financial Group’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	$1.58M	Sell	18,297 -3	-0%	-$252	0.18%	80
2026 Q1	$1.33M	Sell	18,300 -6	-0%	-$467	0.18%	82
2025 Q4	$1.49M	Buy	18,306 +318	+2%	+$25.8K	0.21%	71
2025 Q3	$1.44M	Hold	17,988	–	–	0.23%	63
2025 Q2	$1.3M	Hold	17,988	–	–	0.24%	62
2025 Q1	$1.06M	Sell	17,988 -1,452	-7%	-$97.9K	0.23%	61
2024 Q4	$1.32M	Buy	19,440 +240	+1%	+$16.1K	0.29%	52
2024 Q3	$1.23M	Hold	19,200	–	–	0.28%	53
2024 Q2	$1.24M	Buy	+19,200	New	+$1.12M	0.3%	52

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Fiduciary Financial Group's VUG Position: Q2 2026 in Review

Fiduciary Financial Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.02% in Q2 2026, selling an estimated $252 and leaving 18,297 shares worth $1.58M. The position accounts for 0.18% of the portfolio, ranked #80.

Fiduciary Financial Group first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 1,497 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Fiduciary Financial Group held 18,297 shares of Vanguard Morningstar Growth ETF worth $1.58M as of Q2 2026.
Fiduciary Financial Group sold 3 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $252.
Vanguard Morningstar Growth ETF made up 0.18% of Fiduciary Financial Group's portfolio in Q2 2026, its #80 holding.
Fiduciary Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,497 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.