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

Financial Gravity Companies’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	$619K	Buy	+7,182	New	+$604K	0.1%	93
2025 Q2	$536K	Buy	+7,338	New	+$483K	0.11%	97
2024 Q4	$542K	Sell	7,926 -12	-0.2%	-$806	0.12%	91
2024 Q3	$508K	Buy	+7,938	New	+$492K	0.14%	68
2018 Q4	$90K	Buy	+3,672	New	+$89K	0.08%	218
2018 Q1	$77K	Sell	3,258 -546	-14%	-$13.3K	0.08%	228
2017 Q4	$95K	Buy	+3,804	New	+$87.3K	0.11%	186

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

Financial Gravity Companies's VUG Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 7,182 shares worth $619K. The stake represents 0.1% of the portfolio and ranks #93 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VUG as recently as Q2 2025.

Financial Gravity Companies first reported a position in VUG in Q4 2017 and has held it in 7 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Financial Gravity Companies held 7,182 shares of Vanguard Morningstar Growth ETF worth $619K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Financial Gravity Companies position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.1% of Financial Gravity Companies's portfolio in Q2 2026, its #93 holding.
Financial Gravity Companies first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 7 quarters since.
2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.