Financial Gravity Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Financial Gravity Asset Management’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	$523K	Hold	7,182	–	–	0.09%	106
2025 Q4	$584K	Hold	7,182	–	–	0.11%	78
2025 Q3	$574K	Buy	+7,182	New	+$549K	0.11%	84
2025 Q1	$490K	Buy	+7,926	New	+$534K	0.11%	96
2024 Q2	$570K	Sell	9,138 -19,998	-69%	-$1.17M	0.14%	79
2024 Q1	$1.58M	Buy	29,136 +13,002	+81%	+$715K	0.21%	68
2023 Q4	$836K	Buy	+16,134	New	+$779K	0.01%	394
2023 Q3	–	Sell	-1,698	Closed	-$12.4K	–	1779
2023 Q2	$12.4K	Buy	+1,698	New	+$73.6K	0.03%	254
2023 Q1	–	Sell	-1,278	Closed	-$1.07K	–	1678
2022 Q4	$1.07K	Buy	+1,278	New	+$47K	0.01%	655
2020 Q2	–	Sell	-198	Closed	-$5.2K	–	904
2020 Q1	$5.2K	Buy	198 +78	+65%	+$2.34K	0.02%	322
2019 Q4	$182K	Sell	120 -306	-72%	-$8.84K	0.13%	131
2019 Q3	$12K	Buy	426 +18	+4%	+$499	0.01%	584
2019 Q2	$11K	Sell	408 -18	-4%	-$481	0.01%	584
2019 Q1	$11K	Buy	+426	New	+$10.5K	0.01%	542
2018 Q3	$85K	Buy	3,582 +426	+13%	+$11.1K	0.09%	233
2018 Q2	$82K	Sell	3,156 -102	-3%	-$2.5K	0.08%	239
2018 Q1	$77K	Buy	+3,258	New	+$79.4K	0.08%	228

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

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

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

Financial Gravity Asset Management's VUG Position: Q1 2026 in Review

Financial Gravity Asset Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q1 2026 at 7,182 shares worth $523K. The position accounts for 0.09% of the portfolio, ranked #106.

Financial Gravity Asset Management first reported a position in VUG in Q1 2018 and has held it in 17 quarters since. The position peaked at $1.58M in Q1 2024. 2,733 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Financial Gravity Asset Management held 7,182 shares of Vanguard Morningstar Growth ETF worth $523K as of Q1 2026.
Financial Gravity Asset Management left its Vanguard Morningstar Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Growth ETF made up 0.09% of Financial Gravity Asset Management's portfolio in Q1 2026, its #106 holding.
Financial Gravity Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's Vanguard Morningstar Growth ETF position peaked at $1.58M in Q1 2024.
2,733 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.