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Financial Strategies Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Financial Strategies Group’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 		$216K Buy
15,516
+12,930
+500% +$1.01M 0.04% 93
2025
Q4 		$211K Hold
2,586
– – 0.04% 93
2025
Q3 		$216K Buy
+2,586
New +$198K 0.04% 90

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 Strategies Group's VUG Position: Q1 2026 in Review

Financial Strategies Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 500% in Q1 2026, buying an estimated $1.01M and bringing the position to 15,516 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #93.

Financial Strategies Group first reported a position in VUG in Q3 2025 and has held it in 3 quarters since. The position peaked at $216K in Q3 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Financial Strategies Group held 15,516 shares of Vanguard Morningstar Growth ETF worth $216K as of Q1 2026.
  • Financial Strategies Group bought 12,930 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $1.01M.
  • Vanguard Morningstar Growth ETF made up 0.04% of Financial Strategies Group's portfolio in Q1 2026, its #93 holding.
  • Financial Strategies Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Financial Strategies Group's Vanguard Morningstar Growth ETF position peaked at $216K in Q3 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.