Fifth Third Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fifth Third Wealth 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	$9.55M	Buy	110,871 +615	+0.6%	+$51.7K	0.27%	65
2026 Q1	$8.03M	Buy	110,256 +468	+0.4%	+$36.4K	0.27%	66
2025 Q4	$8.93M	Buy	109,788 +19,044	+21%	+$1.55M	0.31%	49
2025 Q3	$7.25M	Buy	90,744 +1,506	+2%	+$115K	0.27%	60
2025 Q2	$6.52M	Buy	89,238 +16,584	+23%	+$1.09M	0.27%	60
2025 Q1	$4.49M	Buy	72,654 +3,060	+4%	+$206K	0.23%	71
2024 Q4	$4.76M	Buy	69,594 +4,062	+6%	+$273K	0.26%	61
2024 Q3	$4.19M	Sell	65,532 -13,344	-17%	-$827K	0.26%	58
2024 Q2	$4.92M	Buy	78,876 +37,062	+89%	+$2.16M	0.37%	44
2024 Q1	$2.4M	Buy	41,814 +4,548	+12%	+$250K	0.37%	50
2023 Q4	$1.93M	Buy	37,266 +1,950	+6%	+$94.1K	0.63%	38
2023 Q3	$1.6M	Buy	35,316 +210	+0.6%	+$9.92K	0.65%	38
2023 Q2	$1.66M	Buy	+35,106	New	+$1.52M	1.07%	25

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Fifth Third Wealth Advisors's VUG Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.56% in Q2 2026, buying an estimated $51.7K and bringing the position to 110,871 shares worth $9.55M. The position accounts for 0.27% of the portfolio, ranked #65.

Fifth Third Wealth Advisors first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Fifth Third Wealth Advisors held 110,871 shares of Vanguard Morningstar Growth ETF worth $9.55M as of Q2 2026.
Fifth Third Wealth Advisors bought 615 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $51.7K.
Vanguard Morningstar Growth ETF made up 0.27% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Fifth Third Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.