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Financial Symmetry’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Financial Symmetry’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 		$302K Sell
3,510
-17,550
-83% -$1.48M 0.1% 48
2026
Q1 		$292K Buy
21,060
+17,550
+500% +$1.37M 0.1% 47
2025
Q4 		$285K Hold
3,510
– – 0.12% 48
2025
Q3 		$281K Buy
+3,510
New +$268K 0.13% 43

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Symmetry's VUG Position: Q2 2026 in Review

Financial Symmetry reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $1.48M and leaving 3,510 shares worth $302K. The position accounts for 0.1% of the portfolio, ranked #48.

Financial Symmetry first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. 1,437 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Financial Symmetry held 3,510 shares of Vanguard Morningstar Growth ETF worth $302K as of Q2 2026.
  • Financial Symmetry sold 17,550 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.48M.
  • Vanguard Morningstar Growth ETF made up 0.1% of Financial Symmetry's portfolio in Q2 2026, its #48 holding.
  • Financial Symmetry first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.