Forbes Financial Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Forbes Financial Planning’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	$442K	Sell	5,130 -132	-3%	-$11.1K	0.24%	31
2026 Q1	$383K	Hold	5,262	–	–	0.22%	30
2025 Q4	$428K	Hold	5,262	–	–	0.25%	28
2025 Q3	$421K	Hold	5,262	–	–	0.28%	28
2025 Q2	$384K	Sell	5,262 -936	-15%	-$61.6K	0.26%	28
2025 Q1	$383K	Buy	6,198 +354	+6%	+$23.9K	0.28%	27
2024 Q4	$400K	Sell	5,844 -48	-0.8%	-$3.23K	0.19%	28
2024 Q3	$377K	Hold	5,892	–	–	0.27%	26
2024 Q2	$367K	Hold	5,892	–	–	0.29%	26
2024 Q1	$338K	Buy	5,892 +408	+7%	+$22.4K	0.29%	25
2023 Q4	$284K	Hold	5,484	–	–	0.26%	26
2023 Q3	$249K	Hold	5,484	–	–	0.27%	26
2023 Q2	$259K	Hold	5,484	–	–	0.25%	26
2023 Q1	$228K	Buy	+5,484	New	+$213K	0.22%	29
2022 Q3	–	Sell	-5,484	Closed	-$204K	–	28
2022 Q2	$204K	Hold	5,484	–	–	0.29%	28
2022 Q1	$263K	Hold	5,484	–	–	0.33%	25
2021 Q4	$294K	Buy	+5,484	New	+$286K	0.29%	33

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Forbes Financial Planning's VUG Position: Q2 2026 in Review

Forbes Financial Planning reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q2 2026, selling an estimated $11.1K and leaving 5,130 shares worth $442K. The position accounts for 0.24% of the portfolio, ranked #31.

Forbes Financial Planning first reported a position in VUG in Q4 2021 and has held it in 17 quarters since. 2,038 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Forbes Financial Planning held 5,130 shares of Vanguard Morningstar Growth ETF worth $442K as of Q2 2026.
Forbes Financial Planning sold 132 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $11.1K.
Vanguard Morningstar Growth ETF made up 0.24% of Forbes Financial Planning's portfolio in Q2 2026, its #31 holding.
Forbes Financial Planning first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 17 quarters since.
2,038 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.