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Fischer Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fischer Financial Services’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 		– Sell
-2,514
Closed -$204K – 64
2025
Q4 		$204K Sell
2,514
-210
-8% -$17K 0.05% 63
2025
Q3 		$218K Buy
+2,724
New +$208K 0.06% 63

Other funds holding VUG

Bank of America
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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 $424B AUM 22.94% 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

Fischer Financial Services's VUG Position: Q1 2026 in Review

Fischer Financial Services sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 2,514 shares — an estimated $204K sold.

Fischer Financial Services first reported a position in VUG in Q3 2025 and held it in 2 quarters. The position peaked at $218K in Q3 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Fischer Financial Services reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Fischer Financial Services sold 2,514 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $204K.
  • Fischer Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and held it in 2 quarters.
  • Fischer Financial Services's Vanguard Morningstar Growth ETF position peaked at $218K in Q3 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.