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

Financial Network Wealth 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 		$1.96M Sell
26,934
-666
-2% -$51.8K 0.62% 26
2025
Q4 		$2.24M Sell
27,600
-162
-0.6% -$13.1K 0.69% 25
2025
Q3 		$2.29M Buy
+27,762
New +$2.12M 0.71% 25
2025
Q1 		$2.12M Sell
34,320
-822
-2% -$55.4K 0.75% 27
2024
Q4 		$2.4M Sell
35,142
-1,566
-4% -$105K 0.86% 22
2024
Q3 		$2.35M Sell
36,708
-696
-2% -$43.1K 0.84% 24
2024
Q2 		$2.33M Sell
37,404
-6
-0% -$350 0.89% 21
2024
Q1 		$2.14M Sell
37,410
-1,338
-3% -$73.6K 1.01% 26
2023
Q4 		$2.01M Buy
38,748
+1,800
+5% +$86.9K 0.87% 24
2023
Q3 		$1.69M Sell
36,948
-66
-0.2% -$3.12K 0.82% 26
2023
Q2 		$1.8M Sell
37,014
-3,030
-8% -$131K 0.83% 26
2023
Q1 		$1.66M Buy
40,044
+2,100
+6% +$81.7K 0.82% 27
2022
Q4 		$1.35M Buy
37,944
+23,460
+162% +$863K 0.73% 32
2022
Q3 		$516K Buy
14,484
+60
+0.4% +$2.41K 0.32% 42
2022
Q2 		$536K Buy
14,424
+90
+0.6% +$3.7K 0.32% 41
2022
Q1 		$687K Sell
14,334
-12
-0.1% -$568 0.36% 38
2021
Q4 		$767K Sell
14,346
-420
-3% -$21.9K 0.39% 35
2021
Q3 		$714K Buy
14,766
+840
+6% +$41.8K 0.41% 33
2021
Q2 		$666K Sell
13,926
-84
-0.6% -$3.81K 0.39% 34
2021
Q1 		$600K Buy
14,010
+3,042
+28% +$130K 0.39% 33
2020
Q4 		$463K Buy
+10,968
New +$438K 0.36% 39

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Network Wealth Management's VUG Position: Q1 2026 in Review

Financial Network Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.4% in Q1 2026, selling an estimated $51.8K and leaving 26,934 shares worth $1.96M. The position accounts for 0.62% of the portfolio, ranked #26.

Financial Network Wealth Management first reported a position in VUG in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.4M in Q4 2024. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Financial Network Wealth Management held 26,934 shares of Vanguard Morningstar Growth ETF worth $1.96M as of Q1 2026.
  • Financial Network Wealth Management sold 666 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $51.8K.
  • Vanguard Morningstar Growth ETF made up 0.62% of Financial Network Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Financial Network Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • Financial Network Wealth Management's Vanguard Morningstar Growth ETF position peaked at $2.4M in Q4 2024.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.