Focus Financial Network’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Focus Financial Network’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	$7.41M	Buy	82,204 +2,327	+3%	+$204K	0.22%	77
2026 Q2	$6.88M	Buy	79,877 +2,453	+3%	+$206K	0.21%	81
2026 Q1	$5.64M	Buy	77,424 +5,940	+8%	+$462K	0.2%	85
2025 Q4	$5.81M	Buy	71,484 +2,724	+4%	+$221K	0.2%	88
2025 Q3	$5.5M	Buy	68,760 +582	+0.9%	+$44.5K	0.2%	85
2025 Q2	$4.99M	Buy	68,178 +654	+1%	+$43.1K	0.2%	84
2025 Q1	$4.17M	Sell	67,524 -2,802	-4%	-$189K	0.17%	98
2024 Q4	$4.81M	Buy	70,326 +396	+0.6%	+$26.6K	0.19%	85
2024 Q3	$4.47M	Buy	69,930 +1,128	+2%	+$69.9K	0.18%	92
2024 Q2	$4.32M	Sell	68,802 -2,844	-4%	-$166K	0.18%	89
2024 Q1	$3.94M	Buy	71,646 +3,900	+6%	+$214K	0.19%	93
2023 Q4	$3.51M	Sell	67,746 -1,500	-2%	-$72.4K	0.13%	140
2023 Q3	$3.14M	Buy	69,246 +3,150	+5%	+$149K	0.18%	109
2023 Q2	$3.12M	Buy	66,096 +300	+0.5%	+$13K	0.17%	115
2023 Q1	$2.74M	Buy	65,796 +3,156	+5%	+$123K	0.17%	118
2022 Q4	$2.22M	Buy	62,640 +252	+0.4%	+$9.27K	0.18%	110
2022 Q3	$2.22M	Buy	62,388 +246	+0.4%	+$9.9K	0.19%	102
2022 Q2	$2.31M	Sell	62,142 -2,406	-4%	-$98.8K	0.19%	100
2022 Q1	$3.09M	Buy	64,548 +51,540	+396%	+$2.44M	0.22%	90
2021 Q4	$696K	Buy	13,008 +1,770	+16%	+$92.2K	0.1%	175
2021 Q3	$544K	Sell	11,238 -1,434	-11%	-$71.4K	0.07%	239
2021 Q2	$606K	Sell	12,672 -276	-2%	-$12.5K	0.08%	229
2021 Q1	$555K	Sell	12,948 -52,332	-80%	-$2.24M	0.06%	244
2020 Q4	$2.76M	Sell	65,280 -2,082	-3%	-$83.1K	0.24%	84
2020 Q3	$2.56M	Sell	67,362 -630	-0.9%	-$23.3K	0.24%	90
2020 Q2	$2.29M	Buy	67,992 +918	+1%	+$28.2K	0.25%	86
2020 Q1	$1.75M	Sell	67,074 -420	-0.6%	-$12.6K	0.24%	89
2019 Q4	$2.05M	Buy	67,494 +1,764	+3%	+$50.9K	0.25%	87
2019 Q3	$1.82M	Buy	65,730 +2,118	+3%	+$58.8K	0.25%	85
2019 Q2	$1.74M	Buy	63,612 +1,140	+2%	+$30.4K	0.26%	77
2019 Q1	$1.63M	Buy	+62,472	New	+$1.54M	0.26%	76

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Focus Financial Network's VUG Position: Q3 2026 in Review

Focus Financial Network increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q3 2026, buying an estimated $204K and bringing the position to 82,204 shares worth $7.41M. The position accounts for 0.22% of the portfolio, ranked #77.

Focus Financial Network first reported a position in VUG in Q1 2019 and has held it in 31 quarters since. 870 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Focus Financial Network held 82,204 shares of Vanguard Morningstar Growth ETF worth $7.41M as of Q3 2026.
Focus Financial Network bought 2,327 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $204K.
Vanguard Morningstar Growth ETF made up 0.22% of Focus Financial Network's portfolio in Q3 2026, its #77 holding.
Focus Financial Network first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 31 quarters since.
870 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.