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Financial Council’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Financial Council’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 		– Sell
-2,766
Closed -$225K – 107
2025
Q4 		$225K Sell
2,766
-372
-12% -$30.2K 0.09% 92
2025
Q3 		$251K Sell
3,138
-54
-2% -$4.13K 0.11% 76
2025
Q2 		$233K Sell
3,192
-96
-3% -$6.32K 0.11% 82
2025
Q1 		$203K Sell
3,288
-288
-8% -$19.4K 0.11% 85
2024
Q4 		$245K Hold
3,576
– – 0.13% 75
2024
Q3 		$229K Buy
3,576
+96
+3% +$5.95K 0.12% 79
2024
Q2 		$217K Buy
+3,480
New +$203K 0.12% 77

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Council's VUG Position: Q1 2026 in Review

Financial Council sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 2,766 shares — an estimated $225K sold.

Financial Council first reported a position in VUG in Q2 2024 and held it in 7 quarters. The position peaked at $251K in Q3 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Financial Council reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Council sold 2,766 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $225K.
  • Financial Council first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and held it in 7 quarters.
  • Financial Council's Vanguard Morningstar Growth ETF position peaked at $251K in Q3 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.