FOCUS Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

FOCUS Wealth Advisors’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	$484K	Buy	5,623 +1	+0%	+$84	0.22%	48
2026 Q1	$409K	Hold	5,622	–	–	0.2%	48
2025 Q4	$457K	Hold	5,622	–	–	0.21%	48
2025 Q3	$450K	Hold	5,622	–	–	0.22%	47
2025 Q2	$411K	Hold	5,622	–	–	0.21%	48
2025 Q1	$348K	Buy	5,622 +396	+8%	+$26.7K	0.19%	47
2024 Q4	$357K	Hold	5,226	–	–	0.19%	49
2024 Q3	$334K	Hold	5,226	–	–	0.17%	50
2024 Q2	$326K	Buy	5,226 +114	+2%	+$6.65K	0.17%	49
2024 Q1	$293K	Hold	5,112	–	–	0.16%	48
2023 Q4	$265K	Hold	5,112	–	–	0.17%	50
2023 Q3	$232K	Hold	5,112	–	–	0.16%	57
2023 Q2	$241K	Hold	5,112	–	–	0.16%	51
2023 Q1	$213K	Buy	+5,112	New	+$199K	0.14%	61

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

FOCUS Wealth Advisors's VUG Position: Q2 2026 in Review

FOCUS Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.02% in Q2 2026, buying an estimated $84 and bringing the position to 5,623 shares worth $484K. The position accounts for 0.22% of the portfolio, ranked #48.

FOCUS Wealth Advisors first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

FOCUS Wealth Advisors held 5,623 shares of Vanguard Morningstar Growth ETF worth $484K as of Q2 2026.
FOCUS Wealth Advisors bought 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
Vanguard Morningstar Growth ETF made up 0.22% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #48 holding.
FOCUS Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.