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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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. 2,894 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.
  • 2,894 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.