Foguth Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Foguth Wealth 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	$1.92M	Sell	22,490 -100,438	-82%	-$8.45M	0.22%	67
2026 Q1	$1.84M	Buy	122,928 +92,982	+310%	+$7.23M	0.21%	66
2025 Q4	$2.43M	Buy	+29,946	New	+$2.43M	0.38%	60
2025 Q2	$2.14M	Sell	29,328 -180	-0.6%	-$11.9K	0.46%	45
2025 Q1	$1.82M	Sell	29,508 -1,476	-5%	-$99.5K	0.44%	42
2024 Q4	$2.19M	Buy	30,984 +450	+1%	+$30.2K	0.57%	41
2024 Q3	$1.96M	Sell	30,534 -75,978	-71%	-$4.71M	0.71%	36
2024 Q2	$6.64M	Buy	106,512 +21,486	+25%	+$1.25M	2.93%	12
2024 Q1	$4.88M	Buy	+85,026	New	+$4.68M	2.61%	10

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

Foguth Wealth Management's VUG Position: Q2 2026 in Review

Foguth Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 82% in Q2 2026, selling an estimated $8.45M and leaving 22,490 shares worth $1.92M. The position accounts for 0.22% of the portfolio, ranked #67.

Foguth Wealth Management first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.64M in Q2 2024. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Foguth Wealth Management held 22,490 shares of Vanguard Morningstar Growth ETF worth $1.92M as of Q2 2026.
Foguth Wealth Management sold 100,438 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $8.45M.
Vanguard Morningstar Growth ETF made up 0.22% of Foguth Wealth Management's portfolio in Q2 2026, its #67 holding.
Foguth Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 9 quarters since.
Foguth Wealth Management's Vanguard Morningstar Growth ETF position peaked at $6.64M in Q2 2024.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.