Firestone Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Firestone Capital 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 Q2	$998K	Buy	11,584 +1,942	+20%	+$163K	0.19%	70
2026 Q1	$702K	Buy	9,642 +12	+0.1%	+$934	0.15%	86
2025 Q4	$783K	Buy	9,630 +18	+0.2%	+$1.46K	0.17%	76
2025 Q3	$768K	Buy	9,612 +12	+0.1%	+$917	0.17%	78
2025 Q2	$701K	Hold	9,600	–	–	0.17%	76
2025 Q1	$593K	Buy	9,600 +12	+0.1%	+$809	0.16%	77
2024 Q4	$656K	Sell	9,588 -720	-7%	-$48.4K	0.16%	75
2024 Q3	$660K	Buy	10,308 +3,438	+50%	+$213K	0.17%	75
2024 Q2	$428K	Hold	6,870	–	–	0.12%	90
2024 Q1	$394K	Buy	6,870 +6	+0.1%	+$330	0.11%	93
2023 Q4	$356K	Buy	6,864 +162	+2%	+$7.82K	0.11%	91
2023 Q3	$304K	Buy	6,702 +72	+1%	+$3.4K	0.1%	94
2023 Q2	$322K	Buy	6,630 +6	+0.1%	+$260	0.1%	93
2023 Q1	$275K	Buy	6,624 +12	+0.2%	+$467	0.1%	91
2022 Q4	$235K	Buy	6,612 +156	+2%	+$5.74K	0.09%	102
2022 Q3	$230K	Buy	6,456 +12	+0.2%	+$482	0.09%	96
2022 Q2	$239K	Buy	+6,444	New	+$265K	0.09%	98

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

Firestone Capital Management's VUG Position: Q2 2026 in Review

Firestone Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 20% in Q2 2026, buying an estimated $163K and bringing the position to 11,584 shares worth $998K. The position accounts for 0.19% of the portfolio, ranked #70.

Firestone Capital Management first reported a position in VUG in Q2 2022 and has held it in 17 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Firestone Capital Management held 11,584 shares of Vanguard Morningstar Growth ETF worth $998K as of Q2 2026.
Firestone Capital Management bought 1,942 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $163K.
Vanguard Morningstar Growth ETF made up 0.19% of Firestone Capital Management's portfolio in Q2 2026, its #70 holding.
Firestone Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and has held it in 17 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.