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

Financial Management Professionals’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	$502K	Buy	+5,822	New	+$490K	0.05%	120
2025 Q3	–	Sell	-1,320	Closed	-$96.6K	–	1071
2025 Q2	$96.6K	Hold	1,320	–	–	0.01%	193
2025 Q1	$81.6K	Buy	+1,320	New	+$89K	0.01%	202
2024 Q2	–	Sell	-1,488	Closed	-$85K	–	1033
2024 Q1	$85K	Buy	+1,488	New	+$81.8K	0.01%	216
2022 Q4	–	Sell	-60	Closed	-$2K	–	1096
2022 Q3	$2K	Buy	+60	New	+$2.41K	﹤0.01%	782
2021 Q3	–	Sell	-312	Closed	-$15K	–	1063
2021 Q2	$15K	Sell	312 -125,850	-100%	-$5.71M	﹤0.01%	324
2021 Q1	$5.41M	Buy	126,162 +426	+0.3%	+$18.2K	1.45%	15
2020 Q4	$5.31M	Sell	125,736 -4,128	-3%	-$165K	1.49%	14
2020 Q3	$4.93M	Sell	129,864 -685,410	-84%	-$25.3M	1.76%	12
2020 Q2	$27.5M	Buy	815,274 +692,364	+563%	+$21.3M	9.47%	3
2020 Q1	$3.21M	Buy	+122,910	New	+$3.68M	1.36%	14

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 Professionals's VUG Position: Q2 2026 in Review

Financial Management Professionals opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 5,822 shares worth $502K. The stake represents 0.05% of the portfolio and ranks #120 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in VUG as recently as Q2 2025.

Financial Management Professionals first reported a position in VUG in Q1 2020 and has held it in 11 quarters since. The position peaked at $27.5M in Q2 2020. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Financial Management Professionals held 5,822 shares of Vanguard Morningstar Growth ETF worth $502K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Financial Management Professionals position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.05% of Financial Management Professionals's portfolio in Q2 2026, its #120 holding.
Financial Management Professionals first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 11 quarters since.
Financial Management Professionals's Vanguard Morningstar Growth ETF position peaked at $27.5M in Q2 2020.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.