FSG
VUG icon

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
Q2 		$223K Sell
2,586
-12,930
-83% -$1.09M 0.04% 95
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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Financial Strategies Group's VUG Position: Q2 2026 in Review

Financial Strategies Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $1.09M and leaving 2,586 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #95.

Financial Strategies Group first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Financial Strategies Group held 2,586 shares of Vanguard Morningstar Growth ETF worth $223K as of Q2 2026.
  • Financial Strategies Group sold 12,930 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.09M.
  • Vanguard Morningstar Growth ETF made up 0.04% of Financial Strategies Group's portfolio in Q2 2026, its #95 holding.
  • Financial Strategies Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.