Fielder Capital Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fielder Capital 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 Q1	$1.07M	Sell	14,682 -3,714	-20%	-$289K	0.23%	65
2025 Q4	$1.5M	Sell	18,396 -6	-0%	-$487	0.32%	55
2025 Q3	$1.47M	Hold	18,402	–	–	0.34%	54
2025 Q2	$1.34M	Hold	18,402	–	–	0.36%	51
2025 Q1	$1.14M	Hold	18,402	–	–	0.33%	52
2024 Q4	$1.26M	Buy	18,402 +12	+0.1%	+$806	0.39%	48
2024 Q3	$1.18M	Buy	18,390 +24	+0.1%	+$1.49K	0.39%	45
2024 Q2	$1.14M	Buy	+18,366	New	+$1.07M	0.44%	42

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

Fielder Capital Group's VUG Position: Q1 2026 in Review

Fielder Capital Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 20% in Q1 2026, selling an estimated $289K and leaving 14,682 shares worth $1.07M. The position accounts for 0.23% of the portfolio, ranked #65.

Fielder Capital Group first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Fielder Capital Group held 14,682 shares of Vanguard Morningstar Growth ETF worth $1.07M as of Q1 2026.
Fielder Capital Group sold 3,714 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $289K.
Vanguard Morningstar Growth ETF made up 0.23% of Fielder Capital Group's portfolio in Q1 2026, its #65 holding.
Fielder Capital Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 8 quarters since.
Fielder Capital Group's Vanguard Morningstar Growth ETF position peaked at $1.5M in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Fielder Capital Group's 13F filing for Q1 2026, filed 12 May 2026.