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

Financial Connections 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 		$13.9M Sell
190,794
-546
-0.3% -$42.5K 4.83% 5
2025
Q4 		$15.6M Sell
191,340
-180
-0.1% -$14.6K 5.35% 5
2025
Q3 		$15.3M Sell
191,520
-14,934
-7% -$1.14M 5.97% 3
2025
Q2 		$15.1M Sell
206,454
-2,178
-1% -$143K 6.22% 3
2025
Q1 		$12.9M Sell
208,632
-3,840
-2% -$259K 5.79% 3
2024
Q4 		$14.5M Hold
212,472
– – 6.99% 4
2024
Q3 		$13.6M Sell
212,472
-108
-0.1% -$6.69K 6.68% 5
2024
Q2 		$13.3M Buy
+212,580
New +$12.4M 6.88% 5
2024
Q1 		– Sell
-215,580
Closed -$11.2M – 273
2023
Q4 		$11.2M Buy
+215,580
New +$10.4M 7.23% 4
2023
Q3 		– Sell
-215,916
Closed -$10.2M – 242
2023
Q2 		$10.2M Sell
215,916
-1,536
-0.7% -$66.6K 6.68% 3
2023
Q1 		$9.04M Sell
217,452
-9,192
-4% -$357K 6.42% 3
2022
Q4 		$8.05M Sell
226,644
-7,542
-3% -$277K 6.35% 3
2022
Q3 		$8.35M Sell
234,186
-14,058
-6% -$565K 7.04% 3
2022
Q2 		$9.22M Sell
248,244
-10,812
-4% -$444K 8.13% 2
2022
Q1 		$12.4M Sell
259,056
-618
-0.2% -$29.2K 12.49% 1
2021
Q4 		$13.9M Buy
+259,674
New +$13.5M 13.67% 1

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Connections Group's VUG Position: Q1 2026 in Review

Financial Connections Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.29% in Q1 2026, selling an estimated $42.5K and leaving 190,794 shares worth $13.9M. The position accounts for 4.83% of the portfolio, ranked #5.

Financial Connections Group first reported a position in VUG in Q4 2021 and has held it in 16 quarters since. The position peaked at $15.6M in Q4 2025. 2,741 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Financial Connections Group held 190,794 shares of Vanguard Morningstar Growth ETF worth $13.9M as of Q1 2026.
  • Financial Connections Group sold 546 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $42.5K.
  • Vanguard Morningstar Growth ETF made up 4.83% of Financial Connections Group's portfolio in Q1 2026, its #5 holding.
  • Financial Connections Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • Financial Connections Group's Vanguard Morningstar Growth ETF position peaked at $15.6M in Q4 2025.
  • 2,741 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.