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Fiducient Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fiducient Advisors’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 		$4.71M Buy
54,729
+801
+1% +$67.4K 0.68% 31
2026
Q1 		$3.93M Buy
53,928
+1,554
+3% +$121K 0.51% 36
2025
Q4 		$4.26M Sell
52,374
-420
-0.8% -$34.1K 0.53% 40
2025
Q3 		$4.22M Sell
52,794
-198
-0.4% -$15.1K 0.49% 38
2025
Q2 		$3.88M Sell
52,992
-840
-2% -$55.3K 0.47% 38
2025
Q1 		$3.33M Buy
53,832
+34,536
+179% +$2.33M 0.42% 34
2024
Q4 		$1.32M Sell
19,296
-1,176
-6% -$79K 0.16% 60
2024
Q3 		$1.31M Buy
20,472
+1,476
+8% +$91.5K 0.15% 58
2024
Q2 		$1.18M Buy
+18,996
New +$1.11M 0.16% 56
2023
Q1 		– Sell
-10,098
Closed -$359K – 163
2022
Q4 		$359K Buy
+10,098
New +$371K 0.11% 120
2022
Q3 		– Sell
-8,136
Closed -$302K – 83
2022
Q2 		$302K Sell
8,136
-4,080
-33% -$168K 0.11% 68
2022
Q1 		$595K Buy
+12,216
New +$578K 0.22% 35

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

Fiducient Advisors's VUG Position: Q2 2026 in Review

Fiducient Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.5% in Q2 2026, buying an estimated $67.4K and bringing the position to 54,729 shares worth $4.71M. The position accounts for 0.68% of the portfolio, ranked #31.

Fiducient Advisors first reported a position in VUG in Q1 2022 and has held it in 12 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Fiducient Advisors held 54,729 shares of Vanguard Morningstar Growth ETF worth $4.71M as of Q2 2026.
  • Fiducient Advisors bought 801 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $67.4K.
  • Vanguard Morningstar Growth ETF made up 0.68% of Fiducient Advisors's portfolio in Q2 2026, its #31 holding.
  • Fiducient Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 12 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.