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

Financial Management Network’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	$605K	Sell	7,099 -47	-0.7%	-$3.96K	0.09%	125
2026 Q1	$547K	Sell	7,146 -228	-3%	-$17.7K	0.08%	119
2025 Q4	$598K	Sell	7,374 -72	-1%	-$5.84K	0.09%	113
2025 Q3	$602K	Buy	7,446 +504	+7%	+$38.5K	0.1%	111
2025 Q2	$511K	Hold	6,942	–	–	0.09%	118
2025 Q1	$387K	Buy	6,942 +240	+4%	+$16.2K	0.09%	118
2024 Q4	$465K	Buy	6,702 +126	+2%	+$8.46K	0.1%	114
2024 Q3	$420K	Sell	6,576 -366	-5%	-$22.7K	0.09%	123
2024 Q2	$448K	Buy	6,942 +90	+1%	+$5.25K	0.11%	107
2024 Q1	$386K	Buy	6,852 +72	+1%	+$3.96K	0.1%	116
2023 Q4	$340K	Sell	6,780 -90	-1%	-$4.34K	0.1%	108
2023 Q3	$313K	Sell	6,870 -678	-9%	-$32K	0.1%	114
2023 Q2	$356K	Buy	7,548 +1,302	+21%	+$56.5K	0.12%	106
2023 Q1	$259K	Sell	6,246 -234	-4%	-$9.1K	0.1%	114
2022 Q4	$230K	Sell	6,480 -1,116	-15%	-$41.1K	0.1%	125
2022 Q3	$286K	Buy	7,596 +72	+1%	+$2.89K	0.14%	109
2022 Q2	$282K	Hold	7,524	–	–	0.15%	104
2022 Q1	$368K	Buy	7,524 +6	+0.1%	+$284	0.19%	84
2021 Q4	$400K	Hold	7,518	–	–	0.18%	91
2021 Q3	$360K	Hold	7,518	–	–	0.18%	91
2021 Q2	$364K	Sell	7,518 -2,454	-25%	-$111K	0.19%	91
2021 Q1	$454K	Sell	9,972 -102	-1%	-$4.36K	0.24%	81
2020 Q4	$435K	Buy	+10,074	New	+$402K	0.27%	70

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 Management Network's VUG Position: Q2 2026 in Review

Financial Management Network reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.66% in Q2 2026, selling an estimated $3.96K and leaving 7,099 shares worth $605K. The position accounts for 0.09% of the portfolio, ranked #125.

Financial Management Network first reported a position in VUG in Q4 2020 and has held it in 23 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Financial Management Network held 7,099 shares of Vanguard Morningstar Growth ETF worth $605K as of Q2 2026.
Financial Management Network sold 47 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.96K.
Vanguard Morningstar Growth ETF made up 0.09% of Financial Management Network's portfolio in Q2 2026, its #125 holding.
Financial Management Network first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.