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 Q3	–	Sell	-2,399	Closed	-$207K	–	65
2026 Q2	$207K	Buy	+2,399	New	+$202K	0.05%	64
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return

Fischer Financial Services's VUG Position: Q3 2026 in Review

Fischer Financial Services sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2026, closing a stake of 2,399 shares — an estimated $207K sold.

Fischer Financial Services first reported a position in VUG in Q3 2025 and held it in 3 quarters. The position peaked at $218K in Q3 2025. 1,641 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Fischer Financial Services reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2026 after selling out during the quarter.
Fischer Financial Services sold 2,399 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $207K.
Fischer Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and held it in 3 quarters.
Fischer Financial Services's Vanguard Morningstar Growth ETF position peaked at $218K in Q3 2025.
1,641 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.