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

Financial Futures’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	$718K	Sell	8,340 -6	-0.1%	-$505	0.27%	41
2026 Q1	$608K	Sell	8,346 -78	-0.9%	-$6.07K	0.27%	40
2025 Q4	$685K	Hold	8,424	–	–	0.32%	40
2025 Q3	$673K	Hold	8,424	–	–	0.33%	44
2025 Q2	$615K	Sell	8,424 -78	-0.9%	-$5.13K	0.33%	42
2025 Q1	$525K	Sell	8,502 -84	-1%	-$5.66K	0.3%	39
2024 Q4	$587K	Sell	8,586 -234	-3%	-$15.7K	0.33%	36
2024 Q3	$564K	Hold	8,820	–	–	0.32%	36
2024 Q2	$550K	Sell	8,820 -150	-2%	-$8.75K	0.34%	35
2024 Q1	$515K	Sell	8,970 -48	-0.5%	-$2.64K	0.34%	33
2023 Q4	$467K	Sell	9,018 -96	-1%	-$4.63K	0.35%	31
2023 Q3	$414K	Sell	9,114 -150	-2%	-$7.08K	0.34%	34
2023 Q2	$437K	Sell	9,264 -906	-9%	-$39.3K	0.35%	39
2023 Q1	$423K	Sell	10,170 -390	-4%	-$15.2K	0.36%	39
2022 Q4	$375K	Sell	10,560 -372	-3%	-$13.7K	0.34%	40
2022 Q3	$390K	Sell	10,932 -1,854	-15%	-$74.5K	0.37%	36
2022 Q2	$475K	Sell	12,786 -2,742	-18%	-$113K	0.47%	34
2022 Q1	$744K	Sell	15,528 -654	-4%	-$30.9K	0.58%	32
2021 Q4	$865K	Buy	+16,182	New	+$843K	0.71%	29

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Futures's VUG Position: Q2 2026 in Review

Financial Futures reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.07% in Q2 2026, selling an estimated $505 and leaving 8,340 shares worth $718K. The position accounts for 0.27% of the portfolio, ranked #41.

Financial Futures first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $865K in Q4 2021. 1,497 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Financial Futures held 8,340 shares of Vanguard Morningstar Growth ETF worth $718K as of Q2 2026.
Financial Futures sold 6 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $505.
Vanguard Morningstar Growth ETF made up 0.27% of Financial Futures's portfolio in Q2 2026, its #41 holding.
Financial Futures first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
Financial Futures's Vanguard Morningstar Growth ETF position peaked at $865K in Q4 2021.
1,497 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Financial Futures's 13F filing for Q2 2026, filed 27 Jul 2026.